Wealth Depot Financial Advisers’ comprehensive SMSF package includes everything you need to properly establish and administer your SMSF and our SMSF service can be tailored to suit your individual needs.
As a Wealth Depot SMSF client, we offer an integrated service and give you peace of mind knowing that we will always guide and assist you handle all your SMSF fund’s compliance requirements including completing your fund’s financial accounts, tax return and annual audit.
Plus as a SMSF client you will also have access to our exclusive SMSF Care Program. This is an essential compliance and annual subscription based program that includes the following services.
- One strategic appointment per annum to review of your current SMSF investment strategy and life goals;
- One SMSF Investment Strategy Update per annum at SMSF Care partner reduced price;
- Concessional and Non-Concessional Contributions planning;
- Communications including Monthly Newsletter and Special Bulletins to keep you abreast of important changes to the laws effecting your SMSF;
- Open communication with our advisors by email or telephone for technical issues; and
- Access to our Professional Partner Legal Document Network which entitles the SMSF to receive legal documents at our professional price list.