Superannuation setup & admin recommendations

Discussion in 'Property Information Resources & Tools' started by SuperStar, 30th May, 2016.

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  1. SuperStar

    SuperStar New Member

    Joined:
    30th May, 2016
    Posts:
    1
    Location:
    Sydney
    Looking for some recommendations from people who have used the services of a fund administrator Dixon Advisory, Chan & Naylor, Redwood et el.
    Currently have a smsf with eSuper and not prepared to use their services to setup the bare trust and administer the fund to purchase property. They have served me well over the past 3-4 years as we've only had a share portfolio but now want to move into property and dont want to use their business model of "fill in the form and we'll get back to you when we're ready"

    Who have you used and can you recommend them?

    Thank you
     
  2. CosmicTrevor

    CosmicTrevor Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    134
    Location:
    Sydney
    I'd recommend DBA Lawyers for the bare trust and custodian, however DBA are not a fund administrator. You can approach DBA direct or if you have an administrator in mind ask them to use DBA documentation.

    I don't use a fund administrator as such, so I can't recommend one of those.
     
    Terry_w likes this.