Self-Managed Superannuation Funds

We can assist you with:

• Setting up of fund structures;

• Income tax returns;

• Year end compliance;

• Preparation of documents for the year end audit;

• Transition to pension phase.

Perhaps more importantly we work closely with financial planning professionals to ensure that the fund investments are suited to the investment goal of the members. In the ever-changing world of self-managed superannuation, it is vital that trustees receive specific and current advice to ensure that their fund remains fully compliant to protect both the assets of the fund and the advantaged tax position of the fund.

Contact us now to discuss how you can start saving for your retirement!