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EXISTING FUNDS

To start using our services, you must first register with using the form below. Once you are registered with us, you will be able to communicate with us on a secured server.

Our registration page allows you to create an account on our portal. You use your email address as the user name and your chosen password to log in each time by clicking the "Log In" button on the top right hand side button.

When you log in the first time, your landing page is "Document Manager" where you are able to "Add your fund". Once your fund is added, you will be able to upload your fund documents for us to prepare your financial statements.

Once your financial statements are ready for your review we advise you to log in and approve them for lodgement with the tax office. Our portal is also used by auditors to audit your DIY Super Fund.

We can provide advice relating to tax implications of investing in various Asset Classes, such as cash Vs shares Vs property Vs superannuation. Cash flow benefits of a various types of pensions, but we cannot advice that you dispose an existing super account to start any such income stream. We can advice on the tax benefits of using the various small business CGT concessions in so far as they relate to making contributions to super and taxation consequences of participating in a share buyback with a high franked dividend etc.

Please register yourself.