This service is designed to make managing your SMSF as simple as possible. By signing up to the “Super Assist” service you will receive:
No lock-in contracts
$49 per month and cancel at any time. Like Netflix for your super!
Dedicated Account Manager
Access to a account manager with knowledge and experience across Australian Equities, International Equities, structured investments, margin lending, derivatives, property in super, and insurance.
Regular Stock Ideas Exclusive to Subscribers
Receive monthly stock alerts, regular market commentary and research plus Access to Sequoia Asset Management’s Core Australian Equities Portfolio.
Daily stock market report
Daily stock market report including videos of interviews with ASX listed company CEOs.
First access to investments opportunities.
Assistance with audit queries
Helping you understand what all that jargon means!
Free online trading account
Free online trading account if required.
Certifying documents such as trust deeds and bank statements when required.
Assistance with paperwork
Assistance with completing paperwork such as application forms and account opening forms.
Providing and helping you interpret reports for your SMSF.