Special Offers

 

Fixed Fee Rollovers - $350 per rollover

Wednesday, April 30, 2014

 

Fixed Fee Rollovers - $350 per rollover

We will provide full administration services to organise the rollover of your superannuation to your new fund when you utilise our portfolio management services for 24 months. We will do this at a low fixed administrative cost. 

This offer does not include international rollovers. 

These fixed fee administration only services are provided in response to consumer demand where consumers have made their mind up about what is suitable for them in this regard. As a result it is a no advice execution only service and you should consider if rolling over your super is appropriate in your circumstances. Alternatively we can provide advice if you require this and you can ask us about our advisory services accordingly. 

Limit 3 per client.

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