Special Offers

 

Annual SMSF Investment Strategy Documented At No Cost to Trustee

Wednesday, April 30, 2014

 

Annual SMSF Investment Strategy Documented At No Cost to Trustee

Where clients use our portfolio management service we can provid, on request, the written SMSF Investment Strategy on an annual basis, at no additional cost to the trustees.

This is a service that many trustees have to organise for themselves at a cost of $199 to $300 each year. 

 

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