Self-managed Superannuation

Self-managed superannuation comes with a range of compliance and regulatory requirements. As long as you are prepared to commit the time and accept the compliance responsibility, you are able to have the flexibility to invest in a range of alterative investments that are not available to traditional industry or retail super funds.

How we can help you

Whether you have an existing SMSF or are considering setting one up, our experienced advisors can assist you with a range of services which can be tailored to suit your needs including:

• administrative and compliance including preparation of financial statements, tax returns and lodgement with the ATO

• facilitating the annual independent audit

• fund and trust deed establishment

• pension establishment

• tax and strategic advice

If you have an existing SMSF or are interested in setting one up, contact us today and let's discuss how we can help you.