Comprehensive Service
When you transfer your SMSF to RIvkin, you will be assigned a dedicated relationship manager who will:
· Guide you through the paperwork
· Load historical transaction data into our specialist software
· Establishment of a Macquarie Cash Management Account (where necessary)
· Establishment of a Rivkin Securities equities and options account (where necessary)
· Review the Trust Deed to ensure compliance
When you set up or transfer your SMSF to Rivkin, you will be assigned a dedicated relationship manager who will:
· Guide you through the paperwork
· Review the SMSF's transaction history to provide the right advice for the future.
· Establishment all the necessary cash accounts and investment accounts on your behalf.
· Establish the correct Trust Deed to ensure future compliance for your all future investment plans.
Transfer your SMSF in Three Simple Steps
While transferring your superannuation fund may seem daunting, we're here to help, however complicated your fund may be.
Join a growing community of satisfied investors who entrust us with their SMSF needs. Discover why our clients value not just our expert management, but also the rich insights offered by the Rivkin Report.
To appoint us simply call, email or apply online.
