SELF-MANAGED SUPER FUNDS (SMSFs)
Flexibility and control over your retirement savings.
Self-Managed Super Funds (SMSFs) offer a high degree of flexibility and control over your retirement savings. We assist in the setup and ongoing management of SMSFs, ensuring compliance with regulatory requirements and optimising the performance of your fund. Our comprehensive services in this area are outlined below.
Six pillars of specialist SMSF stewardship.
01
SMSF Establishment & Compliance
We guide you through the entire process of establishing an SMSF, including creating a trust deed, registering with the Australian Taxation Office (ATO), and obtaining essential identifiers like the ABN and TFN.
02
Ongoing Compliance & Reporting
Managing an SMSF comes with significant administrative responsibilities. We provide ongoing support to ensure your SMSF complies with all relevant regulations, including annual audits, tax returns, and other mandatory reporting.
03
Tailored Investment Strategies
We help you develop a comprehensive investment strategy for your SMSF, tailored to your risk tolerance, investment preferences, and retirement goals.
04
Portfolio Management
We provide ongoing portfolio management services to ensure your investments align with your strategy and goals.
05
Integrating SMSFs into Estate Plans
We help integrate your SMSF into your overall estate plan, ensuring that your superannuation benefits are distributed according to your wishes.
06
Succession Planning
We assist in planning for the succession of your SMSF to ensure continuity and financial security for your beneficiaries.
Ready to take control of your super?
A no-cost, no-obligation initial meeting. Our comprehensive services are second to none and specialist accredited.