Paperwork and Lodgements

  • Prepare rebalance/switch forms.
  • Prepare SMSF instruction forms.
  • Prepare super applications (including rollover forms, etc.)
  • Prepare beneficiary nominations forms.
  • Prepare insurance cancellation requests.
  • Prepare pension application forms.
  • Prepare investment application forms.
  • Prepare change of adviser forms.
  • Update lodgement register.
  • Follow up super rollovers.