We will ensure you get the most out of your SMSF.

Self Managed Super Funds (SMSFs)

Our dedicated specialist SMSF team will take care of all of your Self-managed Super Fund needs.

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.

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

Our SMSF Services include:

  • 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