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Choose Your Service

  • Technical & Strategy

    249$
    Every month
    Technical & Strategy Support for you & all your staff
     
    • Technical support for you & all your team via Phone or Email
    • - 10 questions per month per firm
    • Monthly strategy papers (10) and client engagement tools
    • - 10 Monthly strategy papers p.a. (excl. Dec & Jan)
    • Client strategy discussion for you & your team
    • Webinar & Training Events at Member rates (20% Discount)

  • Technical Package

    149$
    Every month
    Technical Support for you and all your team
     
    • Technical Support: via Telephone or Email
    • - Up to 5 questions per month per member firm
    • Webinars & Training Events at Member rates (20% Discount)

  • Full Support

    349$
    Every month
    Access to all services and materials
     
    • SMSF Technical Support for you and all your team - unlimited
    • SMSF Client strategy discussion & design for your office
    • Monthly (10) Strategy papers and client engagement tool
    • 4 Free Client Strategy Discussion Papers P.A.
    • Access to Fact Sheet Library & Tools
    • Free attendance at Strategy Webinars (4 p.a.)
    • Free attendance at Technical Update Webinars (3 p.a.)
    • Assistance with client meetings as a member of your team*

  • Tech Question

    39$
     
    One off SMSF Technical Query
     
    • Technical Support for one off situations - $39 per question
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