Whether you are just starting off, transitioning to retirement or looking at the best way to pass wealth on to the next generation, we will help you maximize the benefits by assisting you with everything from setting up your own fund to looking after the daily administration, lodging your income tax return and arranging the fund audit.
Our core services include:
- Fund set up
- Preparation of Financial Statements
- Lodgment of Annual Tax Return
- SMSF audit
- Specialist technical support
- Taxation & Compliance advice
- Property & borrowing in Super
- 24/7 Online reporting
- Estate planning
SMSF Set up
Is a Self-Managed Super Fund right for me? How do I set up a SMSF?. If you are asking yourself this question, just get in touch and we'll be on hand to assist!!
Stay engaged with your retirement savings and investments via our class leading online portal. Accessible anywhere, anytime on any device!
Recognised SMSF Specialist Advisers™ and qualified chartered accountants, you can always be sure that smsf options services are of the highest standards.
Average SMSF Asset Allocation
Listed & Unlsited Trusts
Listed & Unlisted Shares
*As at 30 December 2014 - Source: ATO