Debbie Thomas Email & Phone Number

Brisbane City, Qld, Au

Brisbane

Based in Brisbane, SMSF Alliance is a national, independent provider of SMSF support services to SMSF advisers and their trustee clients.Our competitive advantage in this crowded market place is that we understand advice businesses and have developed aids to increase the business efficiency, effectiveness and profitability of our adviser alliance partners.- Our reporting is online and 24/7- Trustee clients can access badged, online reports directly from the adviser’s website- Advisers can access bulk information on their SMSF clients in a single downloadable report which includes contributions made against caps or pensions drawn against limits- We provide advisers with a free, fully customisable Investment Strategy tool incorporating borrowing, derivatives (including Risk Statement), collectibles (including the required Storage Statement), reserves and segregated assets.- Our free technical backup ranks with the best available.- All work is performed in Australia- Our fees range from $564 per annum for a very small fund to, generally, $1,860 per annum so we are highly cost competitive.- Our focus is to make things easier for you, the adviser, and to make you look even better to your clients.- We regard the building of enduring personal relationships as our primary focus. The basis of this relationship is our superior SMSF service. We can provide interested advisers with access to existing clients who will speak frankly of their experiences with us so why not check out our website at www.smsfalliance.com.au or phone me for a chat on 1300 809 933.

Brisbane, Australia

Manager of Deeds & Trusts. Facilitation and advice regarding Deceased Estates, New Fund Establishments & Limited Recourse Borrowings.

Bachelor Of Laws (Llb)

Icfs Specialist Smsf - Compliance