03 6240 1575 / 0411 118 663 [email protected]
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Other/multiple SMSF transactions

To understand the typical detail that our advice process covers, see our ‘SMSF establishment’ and ‘pension commencement’ pages from the top menu above.  These provide a sample of what our advice engine can do.

Our inbuilt scoping tool and Client Questionnaire allow clients to obtain compliant product advice on any of the following topics, all within a single Statement of Advice:

  • Making additional contributions (concessional or non-concessional)
  • Lump sum withdrawals
  • Starting or commuting an Account Based Pension
  • Starting or commuting a Transition To Retirement Pension
  • Winding up an SMSF
  • Direct property investments, including Limited Recourse Borrowing Arrangements (LRBAs)

The order procedure is the same as our SMSF Establishment and Pension Commencement services.

 

Pricing Structure

Having multiple transactions within a single Statement of Advice does not increase our pricing.  We charge a fixed fee of $250+GST for a Statement of Advice on an existing SMSF.  Our advice is at household level and is the same even if both spouses are implementing transactions.

This simple pricing structure covers most transactional Statements of Advice.  Should more complex advice be required (e.g. more than 2 members in an SMSF) then we will be happy to discuss your client’s needs with you and agree a fixed fee.

 


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You can create an account with A.S.A.P. to order Statements of Advice when needed. Registration is free of charge.

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If you have any queries or require more information, please call the A.S.A.P. support team on 03 6240 1575.