Overview

​

A self-managed super fund puts you in control of your retirement savings, giving you a direct say in how your super is invested and managed. With that control comes responsibility, and trustees must make sure their fund is set up correctly, invested appropriately and compliant every year. We support trustees from the start, with specialist advice and trust deeds, guidance on investing in property within your fund, and annual financial statements and tax returns to keep your fund compliant.

 

​

Our Approach

​

An SMSF offers greater control over your retirement savings, but it also brings significant responsibilities. We support trustees at every stage, from establishing the fund to annual compliance and investment decisions, so you can manage your fund with confidence. Our advice is tailored to your fund and your retirement goals, and we take the time to explain your obligations clearly, so you understand not only what needs to be done but why. As your fund grows and your circumstances change, we’re on hand to help you make informed decisions.

 

​

Key Services

​

• Setting Up

Specialist SMSF advice and deeds prepared to suit your fund’s investment purposes. A well-prepared deed sets the rules for how your fund operates, so getting it right from the outset lays strong foundations for the future.

​

• Investing in Property

SMSF deeds and guidance for purchasing property within your fund. Property can be a valuable part of an SMSF investment strategy, and we help you approach it with a clear understanding of the requirements involved.

​

• Staying Compliant

Annual SMSF financial statements and tax returns, prepared accurately and on time. We take care of your fund’s yearly reporting obligations, so you can focus on your long-term goals with peace of mind.