Self-Managed Super Funds

A Self-Managed Superannuation Fund is more than a place to build your retirement wealth, it’s also a tax-effective investment vehicle, and a wealth protection tool for your family.

Our SMSF team have the expertise to guide you through what’s involved in setting up and running a SMSF from year-end compliance and audit services, to building your fund balance and retirement planning.  We can help you design a SMSF strategy that complements your other investments, with the flexibility to adapt when new opportunities emerge or as your situation changes.

Superannuation law is a complex and detailed area that comes with a lot of responsibility and can be quite time consuming for Trustees and Members.

We offer:

  • Establishment of Self-Managed Superannuation Funds
  • Annual Compliance and Tax Return preparation and advice
  • Audits of SMSFs
  • Assistance in funding requirements for the purchase of assets within your superannuation fund
  • Advice regarding Retirement Planning and moving into the retirement phase
  • Where required, we can also assist with bringing your fund up to date so it satisfies compliance requirements

Each year, more Australians are taking control of their retirement savings by opening a SMSF. A SMSF can be a cost-effective choice, and is best suited to individuals with the time and experience to manage their investments.

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Take control of your future

SMSFs are different to other super funds because they’re run by you. So you can invest, manage and build your retirement savings as you choose.

Talk to our SMSF experts

We love super. Our team of experienced and qualified accountants will provide you with a full range of SMSF services to get you set up and managing your retirement fund.

Why choose an SMSF?

With an SMSF, you decide where to invest. Construct your fund’s investment strategy, and choose from more investment options. It’s your money and you’re in control.

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