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-SMSF Set Up-including establishing Trust deeds & advice on the Trustee structure

 

-Prepartion of Annual accounts

 

-Preparation & Lodgement of the SMSF Annual Return with the ATO

 

-SMSF Audits to ensure your SMSF is compliant

 

-Financial Advice (via our partnership with Statewide Wealth Group) including Investment Strategy, Superannuation Advice, Tax   Planning,  Personal Insurance, and Estate Planning.

 

-Finance to help you invest directly in property using your SMSF. This investment option has proven to be an effective     strategy for business owners who wish to acquire a commercial property from which to operate their business.

 

 

SELF MANAGED SUPER FUNDSS

 

The Self Managed Super Fund Sector has experienced rapid growth over the last decade and is now the largest single sector in the Australian Superannuation Industry. The decision to establish an Self Managed Super Fund (SMSF) is a significant one. Most people who establish their own (SMSF) do so because they want greater control over their investment decisions and flexibility over their investment options including direct investment into property.  

 

Our SMSF Services include: