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Self Managed Super.


There comes a time when you may want to explore the flexibility, security and diversity that comes with a self-managed super fund (SMSF).

We can help you determine if an SMSF is right for you and explain the benefits, risks and potential rewards of moving to a self-managed fund.

We’ll work with you to ensure you understand the legal responsibilities, tax implications and structuring options that come with an SMSF and construct an optimized portfolio for you and your unique situation.

By keeping on top of the investment market, we work with you to manage your fund, maximize returns and manage administrative matters on your behalf like annual fund auditing, asset valuation and preparation of accounts and statements.

Let us make use of our expertise to help you minimize your tax and build your wealth using SMSF as a vehicle.

Although SMSF might seem like a newly popular investment vehicle, we’ve been establishing and managing self-managed funds for over 25 years. When it comes to your retirement, you need to know you can rely on qualified and knowledgeable advice to make sure you’re getting guidance you can trust.

As Founding Members and Accredited Specialist Advisors of the Self-Managed Super Fund Professionals Association (SPAA), you can rest assured you can rely our industry leading knowledge to help you make the most of your super.

SMSF Association

We’ll work with you to make sure you understand what the choices and implications are when it comes to self-managed super. There’s a multitude of strategies that are available and of course different benefits and responsibilities that come with each.

The important thing is you truly understand your choices and we work with you to take control of your retirement – and ensure there’s no unexpected surprises down the track.

We help you look after the ongoing administration, tax and compliance requirements that come with having a self-managed super fund so you can take advantage of the most up-to-date legislation and have peace of mind that you are educated on your responsibilities.

Whether you prefer your involvement to be hands-on or arms-length, we’ll provide the level of support that works for you.

Of course, one of the main reasons people choose to adopt a self-managed approach to their superannuation is to have greater control over their investment decisions.

Through working together with the Financial Advisory arm of our business we can build a portfolio that’s right for you to grow your wealth, minimize your tax and work with your estate planning strategy.


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