The CT SMSF app places SMSF services straight in your hand, making it easier for you to conduct your clients SMSF needs on the go.
The app can assist you in the following:
* Send enquiries
* Identify what your clients are looking for
* Enter clients data on the go
* Upload photos from your gallery
This tool is based on CT Groups research into SMSF Services, providing business partners and their clients access to a wide range of independent SMSF services. They specialise in the following fields:
* Fund set up or transfer
* Year end returns and audits
* Financial advice and investments