Our team of specialist self-managed superannuation fund advisors bring a wealth of knowledge and experience to provide valuable advice for our clients to meet the growing complexities and on-going regulatory changes within the SMSF industry. We have extensive experience in the superannuation industry, working with trustees, members and employers. Our staff bring together tax and industry knowledge to deliver practical solutions that ensure you are making the most from your super.

Annual Compliance

Our services include

• Preparation of financial statements, income tax and regulatory returns
• Assisting in the audit of your SMSF
• Preparation and lodgement of Activity Statements.

Working closely with our Wealth Management department we are able to offer a range of services including:

• SMSF Establishment
• Rollover from existing superannuation funds
• Investment strategy
• Assist in limited recourse borrowing arrangements
• Tax planning options surrounding concessional and non-concessional contributions
• Pension administration
• Estate Planning
• Retirement planning