Self-managed super funds
An SMSF gives you control over your retirement savings, but it comes with strict rules. We help you set up your fund correctly, keep it compliant and take care of the annual accounts and tax return, so you can focus on your investments, not the paperwork.
Setup &
Establishment
Trust deed through an approved deed provider, corporate trustee registration with ASIC, and ATO registration, done properly from day one.
Compliance Management
Keep your fund within the SIS Act rules on contributions, investments and members.
Annual
Accounts
Financial statements and member reports prepared each year.
Tax
Returns
Your fund's annual return prepared and lodged with the ATO.
Independent
Audit
We arrange the fund's mandatory annual audit with an approved independent auditor.
Pension Phase Administration
Administration and compliance for funds moving into pension phase, including minimum pension calculations.
We are not licensed to provide financial product advice. For advice on whether an SMSF or particular investments are right for you, please speak with a licensed financial adviser.
Keeping your SMSF compliant,
year after year.
