Video Showcase
SMSF Administration and Portfolio Management
Testimonial
In this Video Chris discusses the the benefits of using the AA Solutions SMSF Administration and Portfolio Management Service for his clients and managing the Practice.
- SMSF Establishment
- Access Documents
- Account Manager
- Portfolio Management
- Client Reports
- Customised Reporting
- Record of Advice
- Client Reviews
- Contributions
- Pension Payments
Chris Burge, SMSF Specialist Adviser | Director, Merit Wealth
SMSF Event Luncheons hosted regularly.
Register your interest - contact@recruit2advice.com.au