New Client Offers

Free Substantiation Records File - No More Paperwork For You

If you use our portfolio investment management services for a complete financial year we will provide at no cost to you a comprehensive file of all substantiation records for provision to your super auditor - no more paperwork for you!

Free Substantiation Records File - No More Paperwork For You

If you use our portfolio management services for a complete financial year in the mangement of your complete SMSF portfolio - we will provide at no cost to you a comprehensive file of all substantiation records for provision to your super auditor - no more paperwork for you!

We will even give this to you in electronic and hard copy format and mail it to you and or your auditor at your request.

Think of the time you will save, and that your accountant and auditor will save.

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To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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