What We Do
Discover a hassle-free way to secure your retirement with our innovative cloud-based fixed fee SMSF administration services starting from just $110 per month… Learn more today
Looking to keep your clients on the right track? Look no further. We offer comprehensive support and peace of mind through our independent ASIC registered SMSF auditors. Starting from just $400 per fund
Discover if a Self-Managed Super Fund (SMSF) is the right choice for you. Our team of authorized and licensed SMSF advisers are here to guide you towards your retirement goals. Explore your options with us today.
Need assistance? Look no further! Our team of highly trained Chartered Accountants and recognized SMSF Specialists Advisers are here to provide you with unlimited support. Who better to guide you? Get in touch now.
Setting up an SMSF
So what do you need to consider?
Setting up a Self-Managed Super Fund (SMSF) can be a complex and daunting task. Without proper guidance, the consequences can be detrimental to your financial situation and retirement plans.
Are you absolutely certain that an SMSF is the right fit for you?
Our team of specialized financial advisors can help you make an informed decision. Don’t leave your future to chance – enage a licenseed SMSF Finance adviser to provide the expert advice and support you need.
- Fund Setup
- Daily online investment reporting
- Annual Financial Statement
- Annual Tax Returns
- ASIC Registered SMSF Audit
- Daily online investment Reporting
- Licenced SMSF advice
Google Review - Nigel Oldridge
“I am in awe of how well they communicate what is needed in order to manage our fund compliantly. My questions are always answered promptly and clearly. The paperwork we need to sign is provided with all the information pre populated so we basically review and sign. Also proactive alerting us when we need to take action because of certain activities within the fund. Best customer service I have experienced and this industry is NOT a simple one. Well done”
Google Review - Mauricio Pucci
“My wife and I are very pleased with this company. Professional and friendly approach, always ready to answer our questions. We highly recommend Guy and his team to our friends. Great people to work with.”
Google Review - Michelle Kendall
“SMSF Options thank you! Professional and easy to deal with, smooth set up of SMSF and fantastic value.”
Exiting Client - Fund Wind Up
“We wish to express our deepest gratitude to you for all your help, guidance and totally professional dealings with us over the past couple of years. Your understanding and intricate knowledge of the super tax laws is amazing. We both wish you all the best for yourself and SMSF Options into the future.”
Google Review - Ben Jackson
“Guy has been so helpful, I would recommend him anytime. He provides a comprehensive informative service. He went out of his way to solve my difficult issues. I’m extremely happy with his way of doing business and would absolutely recommend him to others.”
A round-up of some superannuation changes and key developments that may be relevant to you, as trustee of your SMSF
Recent legislation has introduced new obligations for company directors requiring them to obtain a personal director identification number (‘Director ID’). Below we highlight your new obligations and provide the appropriate information to ensure your ongoing director...
Overview The Transfer Balance Cap (TBC), which became effective from 1 July 2017, was broadly introduced to limit, or restrict, the amount that individuals are able to transfer into retirement phase pensions. Under this framework, the amount transferred into...
- Currumbin – Gold Coast
(07) 5521 0029