Self Managed Super Fund

Do you want to establish your own Self Managed Superannuation Fund (SMSF)?

Many Australians have established their own SMSFs to control their own super (i.e. taking control of your investments decisions and fees for your retirement). SMSFs also offer one of the best advantage of tax strategies but it comes with a big price tag of complex tax laws. 

We will provide you with the services and supports you need so you can manage your SMSFs effectively and efficiently. 

Why you should consider us?

We provide effective and efficient SMSF administration and compliance services. We ensure you obtain a better understanding of your SMSF and investment decisions. 

SMSF services include but not limited to:

• Establish a new fund (and wind up existing funds).

• Provide advice on transferring assets and roll-over existing superannuation to your new SMSF.

• Develop a comprehensive superannuation strategy that supports your retirement plan.

• Complete and maintain all fund-related documentation.

• Prepare financial statements, income tax returns and other required documents to ensure that all SMSF regulatory requirements are complied with.

• Advise on lump sum calculations for withdrawals and minimum pension amounts.

• Liaise with the auditor to arrange the required audit of your annual financial statements.

• Any advice associated with the above.

Working closely with us, we will ensure your SMSF meets the strict tax law requirements. We are here to assist you so your retirement savings are looked after.