Self Managed Super Fund

SMSF - Helping make your superannuation... super!

While setting up a SMSF may seem straightforward, the administration and management can be time consuming and complex. If appropriate for your circumstances, we can guide you through the establishment and ongoing management of your Self-Managed Super Fund, as well as implement the most suitable strategy to help you meet your goals. We can assist you to understand the benefits, obligations and responsibilities of an SMSF structure.

We’re very proud of our market leading, 100% onshore SMSF Operation, servicing close to 10,000 SMSF from an Accounting and Advisory stand point. We assist:

  • Wealth Management Groups to support their SMSF clientele by providing real time Administration of the fund
  • Business Advisory Practices with real time, white label SMSF Administration
  • Direct SMSF clients with SMSF Administration and Advisory

Let us take care of the paperwork.

We have developed a flexible range of services designed to make it easy for you to best maximise the performance of your fund and minimise the hard graft. From the establishment of a SMSF, to the preparation and lodgement of income tax returns, financial statements and audits, we will help look after everything leaving you to enjoy the benefits of flexibility, control, more investment options, and the potential for reduced costs.

Review our Financial Services Guide

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