Two simple self managed super service options for year-round assurance
Enjoy planning and investing while leaving your day-to-day and year-end superannuation administration tasks to the experts
Tax Effective Accountants Sydney provides two comprehensive ongoing service packages to make self-managed superannuation management far less time consuming and far more rewarding.
Silver Package
Our Silver Package is ideal for investors who want to stay in complete control of their investment while deferring the more complicated fund administration and compliance issues to experts. This package delivers hassle-free, year-round support from your own dedicated self-managed superannuation accountant.
Put your account on autopilot and gain the peace-of-mind in knowing:
- Your fund paperwork, tax returns, financial statements and annual audits are always administered properly.
- All necessary fund minutes will be taken care of
- Financial strategies are implemented correctly
- Your investment strategy and listings are maintained and kept up-to-date
- Paperwork and reports are uploaded and securely available online 24/7.
Click Here to learn more about our Self Managed Super Fund tax & administration service.
Gold Package
Ensure the strongest portfolio return and growth. In addition to all of the benefits you acquire with our Silver Package, Gold Package clients also enjoy the benefit of a full team of in-house experts to assist in the development and implementation of powerful tax, financial, estate planning and investment strategies.
Your team includes not only a dedicated self-managed superannuation accountant but also tax accountants, financial advisers, investment consultants, brokers and property consultants working collectively to help you build and monitor your portfolio. Receive ongoing support to virtually eliminate fund tax obligations and enjoy on-demand advice and answers.
Click Here to learn more about our Self-Managed Super Fund advice service.
Enjoy year-round assurance.
Contact us to enquire about our ongoing superannuation service packages, today!
You’ve got nothing to lose and everything to gain.
Call us on 1300 399 829 now
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