Self-Managed Super Fund

Self-Managed Super Fund Services

A Self-Managed Superannuation Fund can provide control and flexibility to invest your super. While it is an increasingly popular vehicle to achieve retirement goals, the trustees are subject to strict compliance and regulatory regime.

Our accounting and bookkeeping team can set-up your SMSF and provide
  • SMSF Trust Deed
  • Apply for ABN & TFN for SMSF
  • Apply to ATO to be regulated
  • SMSF bookkeeping and lodgement of tax returns
We will recommend you to our financial advice team to:
  • set-up personal insurances and
  • formation of investment strategy

Our dedicated team of financial advisors will provide you with direct access to high-quality practical advice across all relevant superannuation areas including all aspects of your retirement planning and estate planning needs.

Any Questions?

Our enquiry form takes 2 minutes
We’re here to help from Monday – Friday, 8am – 5pm!