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.
Partnering with you to achieve success
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.
We will take care of the numbers, so that you reach your financial retirement goals.
We partner with you to ensure your SMSF complies with all tax and superannuation legislative requirements – providing specialist, comprehensive advice encompassing all Self Managed Superannuation Fund (SMSF) accounting, compliance and administration matters. Importantly, we are readily available to help trustees navigate the often confusing rules and regulations – we are here to help you every step of the way.
We have licensed advisors on hand to advise on SMSF establishments, contribution strategies and pension establishments; and we use specialized SMSF software to prepare your tax and compliance documents, ensuring your Fund is always up to date.
Get in touch with us and one of our experienced advisors will reach out to you as soon as possible
+ 61 7 3286 1322
+ 61 7 3286 3022
146 Bloomfield Street Cleveland
P.O. BOX 24, Cleveland QLD 4163