BOOK CLARITY CALL

What You'll Get
A relaxed 15-minute phone conversation focused on general SMSF considerations. You can raise questions you may have and gain a clearer understanding of common structures, sequencing, and decision points.

This discussion is educational only and does not constitute financial, legal, tax, investment, or personal advice, nor a recommendation of any professional or product.  

Who It's For
This conversation is for anyone exploring SMSFs or existing trustees who want to clarify general questions or next steps.  It's designed to help you understand the landscape before engaging licensed SMSF professionals. 

Why Do It
SMSFs involve multiple rules, roles, and decision points. A short educational conversation can help you better understand the journey, professional roles, and what to explore next, at your own pace. 

Who You'll Talk To
You’ll speak with the SMSF Intelligence team whose role is to facilitate an educational discussion and explain how different SMSF professionals typically support various stages of the SMSF journey. No personal advice or product recommendations are provided.

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Ready to Get Started?

Schedule your free 15-minute SMSF clarity call below.