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Self-Managed Super Funds

Quality administration for your self-managed super fund

SMSFs are popular as they allow you to directly manage and control your superannuation.  They are strictly regulated but allow you to have wider investment choice, greater flexibility, more transparency and can be cheaper than other alternatives.  We can help you throughout the entire process of establishing, administrating and managing your SMSF while ensuring ongoing compliance and providing strategic advice.

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Establishing a new Self-Managed Super Fund

From discussing trustee responsibilities and requirements to establishing a SMSF, we offer the guidance and support required.

Ongoing administration, management and compliance

Assistance with all annual administration requirements and necessary documentation, including reporting for income tax, GST, rollovers etc.

Tax-effective contribution and income stream strategies

Help minimising tax through contributions, maximising contributions and ensuring contribution caps are not exceeded.

Limited recourse borrowings arrangements and other strategy developments

Guidance and information to help you understand a wide variety of investment options, including the implications of borrowing from an SMSF.

Audits

Support with annual audit requirements.

What our clients say

We are proud to support our valued clients.  Hear from some of them below: