Rogerson Kenny Business Accountants Melbourne
Self Managed Superannuation Quote Form

Thanks for clicking on this page to request a quote for your SMSF. If you would prefer to talk to a person about your needs / any questions you may have, please call 03 9802 2533 and ask for Mark Rogerson.

Your Details
Name
Email Address
Phone Number

Please enter a number in the corresponding box. (ie. Number of Members = 2)

The Number of:
Members
Members in Pension Mode
Members Starting or Commuting a Pension (in current year)
Listed Australian Shares
Listed Australian Share Transactions (Buys/Sells)
Listed Australian Shares Corporate Action (i.e., takeover, merger, etc)
Unlisted Australian Shares (including buys/sells, corporate actions)
Listed Australian Unit Trusts
Listed Australian Unit Trust Transactions (Buys/Sells)
Listed Australian Unit Trusts Corporate Action (i.e., takeover, merger, etc)
Unlisted Australian Unit Trusts (including buys/sells, corporate actions)
Self Funding Instalment Warrants
Instalment Warrant Arrangement (Do you have a borrowing in your SMSF?)
Australian Commercial or Residential Property
Acquire/Sell Australian Commercial or Residential Property (including year)
Overseas Commercial/Residential Property
Acquire/Sell Overseas Commercial or Residential Property (including year)
Bank Accounts
Term Deposits
Concessional/Non-Concessional Contributions (employer and voluntary) (per member)
Rollover from another Fund/Rollover to another fund
Options Trading - Number of Trades a Year

 When you have filled out the above, please click "Submit" and we will contact you shortly with a quote.