CSS provides an accurate and efficient ongoing administration service to SMSF or investment clients.
This option includes;
- Acting as the mail house (optional)
- Notification protocols (Corporate actions)
- Investment related administration
- Dividend management
- Scan and document management (online access and email redirection available)
- ATO / ASIC fee management
- Cheque banking (where required)
- Contribution notifications and management
- Activity pack facility available for Tax Agent at year end
