SMSF gives you, the superannuation owner, the flexibility to take control of your own Superannuation.

The choice of investments can be wider with a self managed fund because of the opportunity to invest in direct property, as well as the more traditional superannuation investments such as shares and Managed funds. SMSF is a highly complex and ever changing area.

We can assist you by managing and advising in regard to:

• Fund establishment;
• Estate Planning;
• Taxation Planning;
• Record Keeping;
• Preparation of Funds Annual Financial Statements;
• Organising the mandatory Fund Audit; and
• Ongoing Advice to the Trustee.

In addition, our in house Financial Planning service can assist you with investment strategy and choice.