Get a Free Quote for your SMSF or click here to transfer your SMSF
Please fill out the below form and a firm quote for the accounting and audit function for your SMSF will be provided. 

Mandatory Fields
Your Name:
Email Address:
Phone Number:
SMSF Details
Please enter details relating to your SMSF. If it's not relevant, leave it blank.
We know this is a detailed form, however, it will allow us to provide an accurate quote.
Number of Members:
Number of Members in Pension Mode:
Number of Members starting or Commuting a Pension (current year):
How many years have you operated a SMSF? 
Number of Bank Accounts:
Number of Term Deposits:
   
Number of Shares (including listed, unlisted, overseas & private):
Number of Share buy and sell transactions in a year:
Number of Share corporate actions (merger, takeovers) in a year:
   
Number of Managed Funds / Unit Trusts:
Number of Managed Funds / Unit Trusts buy and sell transactions in a year?
   
Number of Commercial or Residential Properties held:
Number of property transactions in the year:  
Are there contributions made during the year?
Number of rollovers from an industry / retail fund in year?   
Do you trade Options, Futures or any such product? Yes No
 
How much do you have in your Self Managed Super Fund? (optional)   
Do you currently have a Self Managed Super Fund? Yes No
Do you intend to borrow in your SMSF Yes No
Reason for requesting a quote:

Is there anything else you would like to tell us? Please add your Comments


 Your information is kept strictly confidential.

If you are having difficulty with this form or would like to speak with a real person, please call Mark Rogerson on 03 9802 2533 or Email Mark.
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