Technical Support and Training

We are pleased to offer the following services:

• Free brief (10-15 minutes maximum) telephone support on how to fill out forms, regulatory requirements, design issues and approaches possible, etc.

• Free web support with overview information, calculators forstandard tasks and reference material.

• The 2007/8 SMSF Computational Support Pack - The pack has detailed information, worked examples and additional calculators. For more details click here.

• Standard computational support reports for a fixed fee provided the data form is completed. The following standard reports are available:
  • Capital useage design request - $374
  • Recontribution strategy report - $374
  • RBL options report - $374
  • Converting defined to account based pension - $374
  • RBL creep evaluation report - $374
  • Liquidity management report - $374
  • Age pension optimisation report - $374
  
  There is a 50% reduction for second and subsequent report ordered at the same time.

• Non Standard reports and lengthy telephone consultations - time charges.

• Workshop training sessions on pension design and maintenance held in Hobart, for $440 including GST and lunch.

• In house training sessions in your office for $1100 half day or $2200 full day. All training sessions include a support pack for each participant.

For information on any of the items above please don't hesitate to call our office on Freecall 1800 203 123.