We are experts in Self Managed Superannuation and have assisted many clients to take control of their superannuation investments by establishing their own self managed superannuation fund.
We can assist with all aspects of setting up and managing your fund including:
- advice on the appropriate fund structure
- Statements of Advice
- establishing & registering your fund
- meeting your on-going reporting and compliance obligations
- preparing your fund for property investment – custody (“bare trust”) establishment
- transition to retirement
If you are considering setting up an SMSF, we offer a free no-obligation consultation to explain how the SMSF environment works so that you can decide if an SMSF is for you.
If you already have an SMSF, contact us to see if we can assist you with managing your fund.