Partnership Pricing – Shape Super SMSF Services

Practice Name*

First Name*

Last Name*

Phone Number*

Email Address*

Are You(Please tick):*

Does your practice provide SMSF Audit Services?*

How many SMSF’s do you manage?*

What is the size of your SMSF practice?

1. Growing*

2. Shrinking*

3. Staying about the same*

Are you satisfied with this?*

Which SMSF software system/s do you use? Please tick*

If Other(Please advise the name of the system used)

How many new SMSF’s do you setup per year?*

1. Accumulation*

2. Pension*

3. A Combination*

1. Simple/straightforward*

2. Somewhat complex*

3. Complex*

How do you charge your clients for SMSF services;*

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Email

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