Upon enquiry you will have (or may have already) spoken with one of our dedicated Client Service Managers. Your CSM is in charge of reviewing your current practices, document requirements and general set-up With your assistance we aim to have you set up and flow of audits coming through within the first 2 weeks.
All of our Partner Firms enjoy a Free Trial audit in order to evaluate Our Services and to assist in the assessment of the best process available for all concerned parties.
Our experienced team of advisers is available to you and team for all day to day SMSF queries as well as complex advice and strategies. Available via email queries 24 hours a day and via phone during office hours we have the expertise to give you and your client peace of mind.
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Our advisers' skills and knowledge is vast and experienced. We also understand that no 2 clients are the same and our advisers are trained to provide you with answers that suit your client's needs. We will not Read you back legislation we give commercial and pragmatic assistance to any issued faced. Our advice is unlimited and is free of charge to our Partner Firms enabling them to take additional advice without the fear of additional cost.