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Welcome to Searle & Charlton |
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Specialists in providing SMSF administration services for Australian Financial Planners, Investment Advisors, and Individual Trustees.
- Adaptability and Integration - Ability to integrate with CMT/CMA Accounts, Trading Platforms and Wrap facilities.
- Real Time Online Reporting - Comprehensive reporting available online 24/7.
- Save Time and Reduce Overheads - Simple online applications to create new SMSF accounts. We manage all corporate responsibilities, taxation, audits and compliance requirements.
- Flat Fee Service - Unlimited transactions, we do not charge based on size of portfolio or level of transactions.
- Personal Branding Available - Our white label service allows the flexibility to deliver your own corporate branding.
Let us show you how to automate and integrate your business with proven Financial Management products and systems that will benefit your client and you.
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