Frequently Asked Questions
Will my SMSF be fully ATO compliant after the SMSFCheck review?
Can I do an SMSFCheck review if I don’t have a Self Managed Superannuation Fund?
I’d like to know how any changes I make to the factors going into the retirement income calculator could make a difference to the outcome?
What if I haven’t outlined any specific investment objectives in my Investment Strategy?
I don’t know which Risk Profile to choose for my fund?
What if I have different Risk Profiles amongst the members of my fund?
I notice that you’ve simplified the asset allocation to four groups: cash, fixed interest, property and shares. What if I have assets that don’t seem to fit into these categories?
Do I have to have an asset allocation benchmark for my fund?
What type of payment methods can I use?
Will you issue me a tax invoice?
Is the cost of the review tax deductible?
How will my details be kept private and secure?
Payments are processed by PayPal. We do not store your credit card details and they are used for this single purpose only. PayPal is a leading global provider of payment processing services. You can read more about PayPal at https://www.paypal.com/au/webapps/mpp/pay-online.
When it comes to privacy we do not provide your details to any third parties and will not use them for any other purpose except for the SMSFCheck reports prepared for you. We also do not ask for any unique identification information like your fund’s full legal name, ABN, tax file number or bank account details.
We may occasionally send marketing material to the email address you provided if we think there is information that will be of use to you. If you do not wish to receive any other material from us please email: email@example.com and ask to unsubscribe from our mailing list.