Self Managed Superannuation Fund Management

• Client-Directed Setup: We establish your SMSF based on your investment goals and personal direction.
• Financial Advice: Access to licensed advisors to ensure your fund aligns with your long-term strategy and legal obligations.
• ATO Registration & Compliance: Full setup including trust deed, ABN/TFN registration, and compliance framework.
• Ongoing Support: Continued guidance to help manage and grow your fund with confidence.

Take control of your super with a professionally set up SMSF. Contact us today to get started.

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• Class Super Administration: We use Class Super to streamline reporting, transactions, and portfolio tracking.
• Financial Statements & Tax Returns: Full preparation and lodgment of required annual reports and SMSF tax returns.
• Compliance Monitoring: Ensure your fund remains aligned with ATO regulations and superannuation law.
• Trusted Support: Ongoing access to our SMSF specialists for questions, advice, and updates.

With expert administration and accounting support, you can manage your SMSF with confidence and peace of mind. Contact us today to learn more about our ongoing SMSF services.

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• SMSF Compliance Audits: Independent, ATO-compliant audits conducted annually to ensure your fund follows SIS legislation.
• Annual Reporting & Lodgments: Preparation and submission of financial statements and SMSF annual returns.
• ATO Communication Support: We manage correspondence and queries with the ATO on your behalf.
• Compliance Monitoring: Ongoing review of fund activity to identify and address any compliance issues early.

With expert auditing and compliance oversight, you can operate your SMSF with confidence and peace of mind. Contact us today to book your annual SMSF audit or discuss ongoing compliance support.

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• SMSF Lending: Guidance and access to limited recourse borrowing arrangements (LRBAs) for property investment.
• Insurance Review: Ensure your SMSF includes appropriate life, TPD, and income protection coverage.
• Investment Portfolio Management: Access to expert advice and tools to align your investments with your risk profile and retirement goals.
• Aged Pension Advice: Understand how your SMSF may impact Centrelink entitlements and structure your assets accordingly.
• Retirement Planning: Personalised strategies to transition from accumulation to pension phase efficiently and tax-effectively.

We offer a holistic approach to SMSF services so you can take control of your super with expert support at every stage. Contact us today to get the most from your SMSF.

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