Your decision to go into a self-managed super fund (SMSF) to take control of your family retirement assets, is one we always advise you make with a qualified and sensible financial planner. We have a network of professionals we work closely with to assist you in making the right choice for your family’s future. Once you’ve decided to do this, we provide a complete and cost effective solution.

With our expert guidance and support we work with you to make the process of managing your own fund easy. A SMSF comes with lots of benefits which we can help you understand and control, including:

  • benefiting from a low tax rate,
  • creditor protection, and
  • ultimately creating a family legacy.

There are different phases of super including accumulation, phased retirement, and full pension status.

We can assist with the following core services in relation to your SMSF:

  • Establishment of Self Managed Superannuation Funds upon your instructions or that of your financial planner
  • Advice on compliance and taxation matters
  • Advice on taxation benefits
  • Superannuation Audits and Annual reporting obligations
  • Administration and Management of your fund