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Step 1
Initial transfer review
Transfer review details
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Title
Mr.
Citizenship
Australia
First name
Tom
tomsmith@gmail.com
Last name
Smith
Contact number
0410790096
Current trustee structure
Individual
Number of members
3
Current admin or accountant name
BlueRock
Any pending changes?
New spouse/member being added
Add your fund's allocation (approx. % figures)
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Australian shares %
|
International shares %
|
Property & Infrastructure %
|
Managed funds %
|
Borrowing / LRBAs %
|
Other assets %
|
Optional notes about your assets
|
Choose your plan
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Book your transfer review callback
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