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OUR SERVICES    Your Superannuation    Self Managed Super Funds    How can we Help you?
How can we Help you?

If a SMSF is right for you, we can coach you through the entire set-up process of your fund.

Our SMSF packages have been competitively priced to ensure your self managed superannuation fund remains compliant and operates within the legislation requirements. We offer the following services:

  • Full financial analysis of your current situation to explore your options and assist you with making a confident financial decision
  • Development of a formal Investment Strategy for your fund
  • Assisting with the choice of Corporate Trustee or Individual Trustees - depending on your situation and estate planning requirements
  • Preparation of new trust deeds and the upgrade of existing Trust Deeds
  • We offer as part of our package an ongoing administration system and yearly taxation reports
  • Ongoing annual reporting requirements - we provide our clients with the full financial reporting required to meet the ATO compliance requirements.

We offer the flexibility for you to choose the services you require. We a offer a total package deal or individual services as required. Fees will be discussed and fully disclosed to you, before we start work.

 
 
Self Managed Superannuation Funds (SMSFs) are becoming more common - here are some of the most frequently asked questions and answers about this investment strategy.
There are many paths to wealth creation - your financial 'stage' in life determines the strategy or strategies that best suit you. There is an optimal path for your unique situation. What works for your neighbour may not work for you.
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