SMSF Technical Services
A team of in-house SMSF Association Technical Specialists are available to support you in administering you or your client's SMSF by providing a range of services which include:
- SMSF Pension Account Review Service
- SMSF Estate Planning Review Service
- Other technical advice on topics including fund structuring, pension strategies and investment rules.
- Regular newsletters relating to new, proposed or amended legislation and strategies.
Personal specialist support is available for $385 per hour which encompasses the following:
- Application for ATO Private Binding Rulings and SMSF Specific Advice
- Remedial work to solve Fund issues such as In-House Asset breaches
- UK Pension Rollovers (including QROPS Registration)
- Staff and client education seminars (for example the rules regarding borrowing through super)
- Factual advice on SMSF Strategies (such as investment in 13.22C Unit Trusts)
- Other complex SMSF technical issues
To contact SuperIQ about these services please either email firstname.lastname@example.org or call us on 1300 660 598