Self Managed Super Funds

We can advise if an SMSF is appropriate to your situation and if so ensure that you are making the most of its key benefits including investment choice, tax control, looking after your family through estate planning, borrowing, cost structuring, pension planning and asset protection.

We can work with your existing financial planner to ensure smooth operation of the fund and value for money.

Our full suite of services for SMSFs include:

Establishing a fund

Real Estate purchases in SMSF using limited recourse borrowing

Family succession

Annual accounts, taxation and compliance obligations

Contribution strategies

Contact us today to see what we can do for you!