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

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

We ensure your concessional (deductible) contributions are maximised and, if relevant, income streams are withdrawn from the fund to minimise income tax by both you and the fund.

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