YESS
Your Entire Superannuation Solution
YESS is the RBS Morgans holistic Self Managed Superannuation Fund (SMSF) service, offering you fund administration, investment management, and access to investment advice and market leading research with only one point of contact.
The benefits of YESS include:
- Lower annual SMSF administration costs
- Streamlined service with combined fund administration/audit fees
- The Managed Portfolio Service (MPS), a holistic investment management service offering comprehensive portfolio reporting and more flexible management of tax outcomes
- A professional administration service that provides fund administration, member reporting, annual fund statements, arranging of the preparation and lodgement of tax returns by a registered tax agent, and external audit
- 24/7 internet access to monitor your SMSF investments through MPS
- Investment strategy and advice, opportunities and research
For more information about YESS, talk to us today or read our YESS brochure
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