By integrating with your existing processes and seamlessly providing solutions which normally sit outside your framework, you can both add new revenues and make operational savings.

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Branded document solutions gives your client comfort that they are working with a specialist administrator with multiple points of difference.

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Deeds can be tailored, or you can use the default documents. Either way trustees will benefit from the Annual SMSF Update service ensuring all funds are operating on an up-to-date deed.

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Efficiencies made, saving your staff time does not come at the cost of significant capital outlays, nor will you be burdened by ongoing maintenance costs.