Customer Story: David and Jenny | Squirrel SMSF

David and Jenny’s story

Dave and Jenny

I first heard of Squirrel super when listening to 2GB and the Alan Jones program. I then researched it on the web to ensure they had a credible business and found them to have great reviews, especially around the setup and fees structure.

I am a very careful planner and like to ensure I know exactly what it is I am entering into, so I ask a lot of questions. Darralyn from Squirrel was amazing. I must have asked a thousand questions and she just kept on producing informative responses in an easy and understandable dialogue. Nothing was too much trouble and she understood this was a new experience for us and treated us with patience and respect.

I was expecting mountains of paperwork and having to source information for days on end. Nothing could have been further from the truth. Darralyn managed the application and it was a breeze.

 

The paperwork was far less than we expected and the fees are the most competitive I can find on the market.

 

We are very excited to have more control over our retirement plan. Having the SMSF gives us more direction and confidence now we control where our funds are invested.

Many people had described getting their SMSF established as a huge administration challenge with paperwork, dealing with solicitors and government bodies, and of course the inevitable fees that go along with the initial setup and ongoing annual reports. Squirrel takes all of the anxiety of these concerns away. The paperwork was far less than we expected and the fees are the most competitive I can find on the market. We are very happy and highly recommend the team at Squirrel. The whole experience has been stress free.

– David, 44 and Jenni, 46, NSW

For more information on setting up an SMSF or to speak with one of our team, click here.