Self Managed Superannuation

Self Managed Superannuation Funds (SMSF) are the fastest growing sector in the superannuation industry, hence it is no coincidence we are experts in this area and are able to assist you to invest using your SMSF.

Having your own SMSF provides you with the opportunity to take control of your super fund monies and invest in assets otherwise not available in your industry or retail fund.

The assets you can potentially invest in through your SMSF include property (residential and commercial), shares, term deposits and listed trusts, to name a few. And all in a tax protected environment.

To help you take advantage of this opportunity, our offering includes:

  • Formation of a strategic plan including advice on the integration of superannuation into an on-going taxation plan
  • Establishment of a SMSF
  • Specialist advice on technical regulations
  • Borrowing opportunities to purchase residential or commercial property, including obtaining finance
  • Assisting with finding a suitable investment property
  • Introducing to our trusted stockbrokers to secure appropriate share investments
  • Preparation of annual financial reports for the fund
  • Preparation and lodgement of annual income tax return for the fund
  • Financial audit service
  • Fund secretarial administration
  • Remuneration strategies