services

Self-managed Superannuation Funds

Our team really understands Self-Managed Super Funds and we can advise you as to whether this type of structure is appropriate for you. Whether you want to purchase a property, shares or simply take control of your financial future, we can assist by helping you:

  • Set up your super fund
  • Complete all of the accounting and reporting for you;
  • Arrange for the compulsory annual audit; and
  • Assist you with putting in place the best strategies for your personal circumstances.

If you would like to learn more about how a Self-Managed Super Fund can become an integral part of your retirement and wealth accumulation plan, call us or click here to make an appointment.

how we can help

We work closely with our clients and provide them the peace of mind that their financial affairs are being cared for. Our purpose is to "make a positive difference to our clients".

taxation

taxation

business planning

business planning

smsf

smsf

wealth planning

wealth planning