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Simon Fan CPA
Suite 124/40 Burgundy St
Heidelberg, 3084
Phone
(03) 9457 3338
Mobile
0409 995 521 |
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Special Offers
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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:
- One hour consultation to discuss your future goals,
superannuation, and pension strategies.
- Preparation of a trust deed for individual trustees.
- Lodgement of notice of election to become a regulated
fund.
- Application for a tax file number and Australian business
number.
- Preparation of an investment strategy which reflects the
fund’s investment objectives
- Resolutions and minutes to establish the fund
- 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 Email:
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