More Australians are taking control of their superannuation assets because they want the option to choose their investments, and the flexibility and security that a Self Managed Super Fund (SMSF) can offer. An SMSF can also provide the option for family members to pool resources (up to max of 4 members).

Self Managed Superannuation Funds (SMSF)

  • Establishing a SMSF
  • Annual financial reporting including financial statements and income tax returns
  • Quarterly reporting if you choose
  • Advice on types of assets that can be held in super, including borrowing rules
  • Income streams including pension administration
  • Contributions – with our guidance, you will receive maximum tax benefits whilst staying within legal requirements.