Self-Managed Superannuation Funds (SMSF)

Due to the ageing population in Australia the Government has focused its retirement policies towards self-funding retirement. Significant incentives are provided in order to encourage people to save towards their retirement, with the incentives predominantly delivered through taxation concessions.
Self-Managed Superannuation Funds (SMSFs) are an appealing option for business owners and individuals who want to control their superannuation assets. There are many benefits to setting up your own SMSF, including; Family wealth strategies, Greater control over investments, wealth accumulation in a tax-effective environment, flexible access to benefits in retirement.
Our specialist SMSF advisors develop strategies and solutions for clients seeking to maximise wealth from their self-managed funds, such as family wealth strategies for current and future generations or tax-effective income streams in retirement.

Our Superannuation Services Include:

Establishment of your SMSF
Appointment of Trustees
Preparation of annual financial statements
Completion and lodgement of annual taxation return
Audit of your SMSF
Technical advice on superannuation matters
Provision of regular email superannuation newsletter to clients
Manage on going compliance obligations for your SMSF