Self-managed Super Funds

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A Self Managed Super Fund (SMSF) gives you greater flexibility and control over your retirement than other types of superannuation funds. We have dedicated team members who specialise in Self Managed Super Funds. SMSFs are complex, we aim to provide you with the highest level of service to ensure all SMSF compliance matters are handled in accordance with legal requirements. Our team strives to ensure that you receive every opportunity and strategy available to make sure you achieve your retirement objectives. SMSF Services:

  • SMSF set up and advises on compliance requirements
  • Annual Administration and Tax Compliance
  • Asset Class investment Strategy
  • Acquiring Commercial property
  • Accumulation and pension phase
  • Setting up transition to retirement pensions
  • Superannuation Roll overs
  • Winding up of SMSF
  • SMSF Borrowing and Gearing