Take on Process

Free take on

If you have an existing self managed super fund you may appoint us as your Fund’s accountant. Unlike some SMSF accountants we do not charge an initial take on fee. Many practices charge a once off fee to convert the historical data of an SMSF to their administration software platform. We perform this service FREE of charge for all new clients.

Hassle free and easy to appoint

Changing over to us is hassle free and very easy. We take care of everything. To appoint us simply call, email or apply online.