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Simon Fan CPA
Suite 124/40 Burgundy St
Heidelberg, 3084

(03) 9457 3338

0409 995 521

Special Offers


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:

  1. One hour consultation to discuss your future goals, superannuation, and pension strategies.
  2. Preparation of a trust deed for individual trustees.
  3. Lodgement of notice of election to become a regulated fund.
  4. Application for a tax file number and Australian business number.
  5. Preparation of an investment strategy which reflects the fundís investment objectives
  6. Resolutions and minutes to establish the fund
  7. 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 $396.

Suite 124/40 Burgundy St, Heidelberg, 3084
Telephone: 03 9457 3338

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