Services
02. Self-managed Super Fund Advice
Get More From Your Superannuation
A Self-Managed Super Fund (or SMSF) is a great way to take control of your own superannuation investments and plan for retirement your way. Our SMSF experts provide a comprehensive management service, from establishment and administration, to investments and accounting.
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CONTROL YOUR WEALTH
Control your own investment decisions with the help of our expertise. Have the flexibility to move your money based on performance.
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MINIMISE YOUR COSTS
Take advantage of the low tax rate enjoyed by superannuation funds. SMSFs may have lower administration fees than public funds.
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GET SPECIALISED ADVICE
Our planners are SPAA accredited SMSF specialist advisers, so you can be sure you’re getting the best advice and expertise in self-managed super.
From set-up to wind-up, and everything in-between, we can maximise SMSF performance while minimising hassle.
A Self-Managed Super Fund allows you to control your own superannuation investment for your retirement. With the right strategy, this can mean greater choice, better performance, and greater tax efficiency.
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However, SMSFs can take expertise to run, and substantial time to administer.
That’s where we come in. We provide a comprehensive SMSF service encompassing all accounting, compliance and administration requirements.
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We handle the fund’s paperwork – tax returns, member contribution statements and the annual audit. We also assist with preparing, documenting and implementing a superannuation investment strategy that will allow you to maximise your retirement wealth.
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We’ll assign you an account manager, so you can have access to advice and assistance when you need it.
I already have a SMSF, but I’m looking for a new administrator.
If you would like expert assistance in running your Self-Managed Super Fund or are not satisfied with your current provider, we can help.
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Our SMSF specialists and professional team will assist you with every aspect of transferring and administering your fund. Not only will we take care of all the paperwork, we will also carry out a complete portfolio review and provide a Statement of Advice, to make sure you’re getting the most out of your investments.