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Self-Managed Superannuation Funds

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Take control of your financial future with an SMSF.
A self managed superannuation fund (SMSF) gives you direct control over your retirement savings and opens up a wider range of investment options. The SMSF rules and obligations are complex, but with an experienced SMSF accountant alongside you, you can be confident your fund stays compliant and your strategies are working.
SMSF Accounting Services

  • Initial SMSF set up (including ABN, TFN, and Corporate Trustee if required)

  • SMSF advice and tax strategies

  • Annual SMSF compliance

  • Annual SMSF income tax returns

  • Audit services

  • Administrative obligations support

  • Tax planning through the use of your SMSF

  • Ensuring your fund remains ATO compliant

  • Working alongside financial planners, mortgage brokers, and other advisors

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