Our team can guide you through a range of strategies to secure your future and complement your investment decisions with professional strategic advice specific to your needs

How we can help

The duties and responsibilities of being an SMSF trustee are serious and quite extensive. Control of the SMSF also carries substantial obligations to manage your fund in accordance with the law

Our team provides a professional compliance service that helps trustees meet their annual obligations

We assist by administering and managing your SMSF, including maintaining accounting and member records, preparing annual financial statements and tax returns and arranging the annual audit of the fund so that your fund complies with the Superannuation Industry (Supervision) Act 1993 (SIS Act)

We also assist with:

• Structuring your superannuation so it is tailored to your goals
• Establishing your Self Managed Superannuation Fund
• Structuring your investments
• Making contributions to superannuation in a tax-efficient way
• Transitioning into retirement
• Structuring your pension income streams tax effectively
• Estate planning so your superannuation goes to your intended beneficiaries

Trustee Education

We are passionate about all facets of superannuation. Our team is devoted to ensuring that all clients are given the chance to improve their SMSF knowledge and understanding of the responsibilities involved in running a SMSF including administration, compliance, investing, estate planning and taxation.

We can ensure you understand what you can and can’t do, according to Superannuation Industry Supervision rules.