Self Managed Superannuation Fund

  • Establishment of Self Managed Superannuation Funds
  • Annual compliance and preparation of accounts
  • Annual audits
  • Strategic Management of contributions to ensure maximum funds available in retirement
  • Purchasing of Property via Bare Trusts using financing
  • Calculation of Pensions for Tax Effective Income Streams
  • Preparation of Investment Strategies and Trust Deed Requirements

Self Managed Superannuation Funds give clients the real control of their retirement wealth. Rather than relying on industry funds or public offerings for example a major bank. Not only can this provide a better result that suits your needs, it may be a cheaper alternative if you have a large balance in your members account.

Our trusted partners provide a complete service package for our Self Managed Superannuation Fund clients. A major issue with these funds is that the audit process has true independence to the taxation lodgement. Our offering perfectly suits this requirement, with the audit externally completed and then we manage the taxation obligations of the fund.

In most cases this also achieves costs savings to our client.

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