Self-Managed Super Funds (SMSF)

Our in-house financial planner guides our clients through the process of setting up, maximising and auditing Self-Managed Super Fund (SMSF) arrangements.

Establish a SMSF

Our in-house financial planner can help you set up a SMSF, including completion of all regulatory and statutory paperwork and relevant advice.

SMSF Administration, Management and Compliance

We use CLASS software to complete your annual administrative, statutory and taxation requirements in a timely and efficient manner.

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Tax-Effective Contribution and Income Stream Strategies

We ensure your concessional (deductible) contributions are maximised and, if relevant, income streams are withdrawn from the fund to minimise income tax by both you and the fund.

Audit and Actuarial Certificate Services

We liaise with an external auditor and actuary to ensure all obligations are met and satisfied.

SMSF, Financial Planning and Investment Advice

Our in-house financial planner can provide you with expert superannuation planning, advice and strategies including pension/income stream strategy and advice, estate planning and investment advice.

Limited Recourse Borrowing Arrangements

Our in-house financial planner will work with you to determine whether this type of investment is right for your SMSF and your business, taking into account all facets of the investment process.

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