Self Managed Super Funds (SMSF)

Our dedicated, experienced specialist SMSF team are here to take care of all of your Self-managed Super Fund needs.

Services / SMSF

Financial Advice and Solutions

  • Setting up a Self-Managed Superannuation Fund
  • Accounting and administrative services
  • SMSF audit
  • Compliance, tax and strategy advice
  • Limited resource borrowing facilitation
  • Deed management, including updates and changes of trustees
  • Wind up of funds

Click Here to See Shona Sherman’s Advisor Profile

Shona is the leader of our SMSF team and will be happy to assist you.

Your Future

We will take care of the numbers, so that you reach your financial retirement goals

We provide specialist, comprehensive advice encompassing all Self Managed Superannuation Fund (SMSF) accounting, compliance and administration requirements. We also provide services to handle the fund’s paperwork for you – tax returns, member contribution statements and the annual audit.

We use specialized SMSF software to prepare your SMSF & financial statements and annual tax return. We have the experience and expertise and will work with you to ensure your SMSF complies with all tax and superannuation legislative requirements.

Contact Us

Get in touch with us and one of our experienced advisors will reach out to you as soon as possible

+ 61 7 3286 1322

Fax: + 61 7 3286 3022

146 Bloomfield Street Cleveland
P.O. BOX 24, Cleveland QLD 4163

M-F: 8:30am-5pm, S-S: Closed