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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.