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Self Managed Super Funds

With their effective tax rates and increased control over assets and investment choices, it comes as no surprise that Self-Managed Super Funds (SMSFs) are witnessing remarkable growth as Australia's preferred investment avenue.

To leverage the benefits afforded by self-managed superannuation funds (SMSFs), strict adherence to existing legislations and regulations is paramount. However, navigating this regulatory landscape entails a considerable administrative burden, including tasks such as document reviews, contribution oversight, report preparation, and coordinating annual audits.

These responsibilities can detract from the primary objective of ensuring the growth of wealth to guarantee a secure and prosperous retirement for members. Our client-centric super team is committed to easing the compliance and day-to-day management challenges inherent in SMSFs.

Our Self Managed Super Fund Services

Our client-centric super team is dedicated to alleviating the compliance and the day-to-day management burdens that come with having a SMSF.

  • Establishing a SMSF & assistance
  • Monitor contributions & thresholds
  • Pensions & drawdowns
  • Compliance, admin, audits & technical support
  • Tax & financial reporting requirements
  • Updates to members & deed upgrades
  • Real-time data & investment updates
  • Early access to super & wind-ups