Set up a Self-Managed Super Fund with our expert guidance

Helping you take control of your largest financial asset.




Self-Managed Super Funds

You’ve been investing your hard earned money into a superannuation fund for years so it’s only natural that you would want to maintain control of your wealth. A self-managed fund doesn’t mean you have to go it alone to set up or run. We can help you explore your options.

It doesn't have to be complicated

Investing in business relationships is integral to success – you want to work with someone you can trust. Our superannuation consultants are the proactive experts you can rely on to decipher the pros and cons of managing a fund as well as help you work through the administration and investment decisions you’ll have to make.

Helping you save for your retirement

So you’ve decided you want to be in charge of your retirement funds? We’re the qualified professionals licensed to make sure you comply with the super and tax laws so you don’t become unstuck.

We can:

  • Assist with annual reporting, audits and compliance matters
  • We communicate with your financial planner so there’s less work for you to do
  • Make recommendations to maximise your tax benefits
  • Liase with the auditor to minimise the hassle for you
  • Create a personalised approach to get the best outcome for you

How we can help

Meet with our accounting team to discuss your circumstances
We take care of the compliance paperwork and offer you support when you need it
Our annual review ensures your fund stays compliant and keeps the ATO off your back.

Call us today about your SMSF.