Millions of Australians have taken the step to control their own superannuation and set up a Self Managed Superannuation Fund. From control over finances and investment decisions through to assets and fees, more and more Australians are taking the plunge.
Self Managed Superannuation Funds also offer the advantage of tax strategies that aren’t available in retail funds, but the downside is that they can be complex. However our SMSF solutions provide you with the services and support you need to really ‘self manage’ your fund.
With effective and efficient Self Managed Superannuation Fund administration and compliance services, we ensure you better understand your SMSF and investment choices. Our administration is straightforward, with highly technical superannuation, tax and financial planning advice thrown in as a bonus.
We’re here to help you make the most of what you have today, so that you can have more of it tomorrow.
We take the time to understand your situation, as well as your dreams, goals and aspirations. Working closely with our financial planning team i, we’ll ensure your fund meets the ATO’s strict conditions as well as:
And if you’re thinking of retirement, we’ll also work with you to develop pre- and post-retirement planning strategies with your fund.
Importantly, we’ll ensure you meet all of your annual reporting requirements, as well as help with any documentation to commence the pension when the time comes.