What information do you need to provide me with a quote?
To provide you with a quote we request a summary of the accounts and investments held by the SMSF and will also confirm the first financial year.
Will you make contact with my current Accountant/Administrator?
Yes, we certainly can. Subject to your authorisation, we will provide them with an Ethical Clearance Letter which outlines all the information and documentation we need to bring your fund up to date on our systems.
How long will the transfer take?
We are unable to specify an exact timeframe as we are relying on your existing Accountant to provide us with the information needed but our dedicated Transitions Team is responsible for ensuring a smooth, quick, and efficient transfer.
Will you do a health check on my fund?
Yes we certainly can. Once your fund is up and running on our system and the transfer is complete, we will arrange a health check and provide you with the results.
Who can I contact if I have any questions?
We will allocate Kubra Ozdil to you who is a qualified and dedicated Tax Agent. She will be your one point of contact for any questions or queries you might have. You can contact her by phone, email or MS Teams.