Simon Fan CPA
Suite 124/40 Burgundy St
(03) 9457 3338
0409 995 521
Take control of your superannuation with Self Funded Super this month
by taking advantage of our Baby Boomers & Retirees Lifestyle Expo
package for November/December. The $96 package includes:
- One hour consultation to discuss your future goals,
superannuation, and pension strategies.
- Preparation of a trust deed for individual trustees.
- Lodgement of notice of election to become a regulated
- Application for a tax file number and Australian business
- Preparation of an investment strategy which reflects the
fundís investment objectives
- Resolutions and minutes to establish the fund
- Ongoing assistance and guidance with all aspects of the
initial setup process. Technical assistance via phone and/or email.
This is a saving of $300 off the normal setup costs of
|Suite 124/40 Burgundy St, Heidelberg,
Telephone: 03 9457 3338