Self-Managed Superannuation

Superannuation is an important aspect of wealth creation and remains the most tax effective and efficient structure for retirement planning. A Self-managed Superannuation Fund (SMSF) can provide many benefits in achieving your retirement goals, including investment options, flexibility and control and potentially reduced costs, but also come with obligations and regulations that must be met. We provide you with the advice and support to enable you to realise these benefits whilst also assisting you to satisfy your obligations.

We can provide you with an SMSF administration service, including assisting with the establishment of the SMSF and processing transactions and end of year information utilising technology and automation. In doing so we prepare the SMSFs annual financial statements, associated reports and documentation, and tax return. Our service extends to related tax advice, including estate planning, and the taxation implications and calculations for pensions and contributions.

We attend to all contact with the appointed external auditor for you, and we also work with your financial planner and other advisers where required.