Contact Details Name Company Email Phone Funds & Services Please complete the below service summary (Refer fee schedule for details and costs) Ongoing Services Optional Services Fund Name Standard Non Prior Actuarial Tax Residential (if more funds please attach separate Fund Standard Year Certificate Lodgement Property sheet) Fund Accounts Services Valuation Class Super Access The following people are granted access to Class Super based on the access level nominated Fund Name User Full name User Email Access level (full, read only)
Contact Details Name Company Email Phone Funds & Services Please complete the below service summary (Refer fee schedule for details and costs) Ongoing Services Optional Services Fund Name (if more funds please attach separate sheet) Standard Fund Non Standard Fund Prior Year Accounts Actuarial Certificate Tax Lodgement Services Residential Property Valuation Class Super Access The following people are granted access to Class Super based on the access level nominated Fund Name User Full name User Email Access level (full, read only)
SMSF-Engine-Service-Agreement-Client-Level-v3.docx