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Document date January 2025

About us

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Document date November 2025

SSAS Permitted Assets

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Document date January 2026

SSAS Fee Schedule

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Document date January 2026

SSAS Due Diligence Q1

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Document date June 2024

SSAS Employers Guide

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Document date February 2025

New SSAS Establishment

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Document date July 2025

New SSAS Proforma

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Document date February 2024

SSAS Terms of Business

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Document date January 2023

SSAS Takeover Guide

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Document date September 2024

SSAS Takeover Questionnaire

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Document date February 2024

SSAS Takeover Terms of Business

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Document date February 2024

SSAS Financial Adviser Remuneration Payment

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Document date November 2024

Investment Guidance

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Document date March 2021

SSAS Additional Employer Form

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Document date April 2025

Form of Nomination

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Document date February 2026

SSAS Contribution Schedule

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Document date November 2025

SSAS Loan to a Sponsoring Employer

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Document date April 2022

SSAS Transfer in Declaration

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Document date March 2021

SSAS Transfer information Request

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Document date May 2024

Transitional Tax-Free Amount Certificate Application

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Document date October 2025

Transfer Out Declaration

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