Self-Managed Super Funds (SMSFs) have become an increasingly important part of the superannuation landscape. We believe that a SMSF is an important structure that provides you with advantages such as direct control over your investments and greater flexibility, especially with respect to your tax planning and retirement options.
A SMSF also offers you the advantages of estate planning and asset protection benefits. Yet, the duties and obligations placed on a SMSF trustee can be very demanding and having accountants and advisors guide you through these obligations has become increasingly important.
Our services include:
- SMSF establishment
- General fund administration
- Audit & tax compliance
- Tax & estate planning
- Pre & post retirement planning
- Trustee education & training
Our experience, combined with that of our affiliates ensures that our clients always receive the very best information to assist them to maximise their potential.