SMSF Administration and Advisory
Maximising SMSF performance, while minimising complexity.
About
Setting up a self-managed superannuation fund (SMSF) may seem straightforward, but SMSF administration and management can be time-consuming and complex.
Findex provide our clients with a dedicated SMSF specialist to help them navigate through the complex superannuation and tax laws.
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 meet your goals. Our SMSF advisers can also assist you with the benefits, obligations and responsibilities of an SMSF structure.
From the set-up of your SMSF, to the preparation of financial statements, arranging the audit, and lodgement of the annual return; we can look after the entire process from start to finish allowing you to enjoy the benefits of flexibility and control, whilst being able to invest in a wide range of investment options.
Speak to our SMSF and superannuation specialists today.
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Knowledge from experience
Extensive experience providing superannuation and investment services to a large number of clients.
Experts in our field
We are one of the largest SMSF accounting firm in Australia servicing approximately 7,000 clients.
Our Services
See our range of SMSF and superannuation offerings.
Retirement and Pension Advice
Let us help you navigate the complex retirement financial landscape so that you have financial security in retirement.
Structures for Tax and Asset Protection
Tax is woven into most areas of financial planning. We can help you navigate tax legislation and asset protection strategies.
Entity Services
Assistance with the set up and registration of companies, partnerships, trusts and SMSF’s.
Compliance Obligations
We can assist you to ensure all areas of your financial portfolio, including SMSF and pensions, are in line with regulations.
Superannuation Advice
With so many superannuation options, we can help you design the best strategy to help ensure you are maximising your benefits.
We know we’ve got a quality product; we’ve got a great team and we can deliver good service, it’s that personal care. We want to do the best thing for the client and become an important part of their lives.
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