New Month-To-Month Subscription Packages
Retirement Plan
$2,950 one-off payment
- Free Initial Meeting
- Detailed Retirement Plan
- Self Managed Super Fund Strategies (if suitable)
- Investment Portfolio Recommendations
- Target Retirement Balance and Contributions Required
- Guidance for Establishment of SMSF
- SMSF Loan options
- SMSF Insurance recommendations
- No ongoing obligations
12 Month Makeover Service
$250 p.m x 12
- Comprehensive checklist review of your fund
- 90 Day phases in each area including,
- Analysis of your Trust Deed
- Review and update of your Investment Strategy
- Benchmark of all of your assets and portfolio using Morningstar analysis
- Examination of any lending structures (where applicable)
- Review of costs for all aspects of your fund and options provided
- Market review of any personal insurance
- Suggested SMSF strategies provided based upon your goals
- Quarterly Video Zoom meetings to discuss results of each phase of the Service
- Gain confidence and peace of mind with your SMSF
- No Ongoing, Annual Contract
Platinum SMSF Subscription
$458 /month
- Retirement Plan
- Capital tracking to the plan
- SMSF strategies
- Regular reviews
- Cancel Any Time
- No Annual Contracts
- Fixed Subscription Fee Monthly
- Fees not Tied to Your Assets
- Portfolio Management
- New investment opportunities
- Lending Strategies
- Risk assessment advice including insurance