How We Help
The right planning is critical to help you secure your financial independence when the time comes to relax and enjoy your life in retirement. Whatever stage you’re at in your life, you need the right road mapped out for you to help you achieve your retirement goals. We take the pain out of SMSF by ensuring you meet all of your obligations, allowing your investments to work harder towards retirement.
Setting up your Self-Managed Super fund
Increased flexibility and control over assets and investment choice has meant many Australians have invested in their own SMSF (Self-Managed Superannuation Fund). But an SMSF is not for everyone. So we make sure you understand your rights and obligations before ensuring everything is set up correctly from the beginning. This way, you will see a smooth transition and no unwelcome surprises in the future.
Management and planning
We assist to relieve the burden of compliance and daily management from you. By regularly monitoring and reporting on our clients’ SMSFs, we are able to identify potential tax-saving opportunities and any compliance issues.
Your super is undoubtedly one of your most important investments. That’s why we provide all the necessary ongoing legal documentation so your fund is protected and compliant with Australian superannuation regulations.