Settlement Agent - Wanted
Our Criteria for a suitable settlement agent:
1. Have a great knowledge on how Self Managed Super Funds work including Bare Trusts.
2. Approachable with questions our clients have.
3. Great personal one on one service.
4. Own your own settlement agency.
5. Highly organised and efficient.
6. Must return calls.
7. Fixed fees.
Pretty standard stuff for a settlement agent except the "owing your own settlement agency" bit. If you don'y own one, maybe speak to the person that does own the one you work at.
If you think you have what it takes to fill that criteria, we'd love to hear from you.
Send us an email, and we'll organise a coffee catch up or a Zoom call.