With the continual change to the retirement savings landscape including the baby boomer generational surge, legislative changes and market fluctuations, we provide services to Trustees of Self Managed Superannuation Funds (SMSFs) that are technically up to date and relevant to your personal lifestyle goals.

How we can help you

Superannuation has specific tax concessions that assist individuals to save for their retirement.

A Self-Managed Superannuation Fund (“SMSF”) is one financial vehicle that empowers you to make investment decisions.

However, just like any type of team needs an experienced coach, an SMSF needs the guidance of a mentor who specialises in SMSF. This is where we have the skill set to support you.

With a combined experience of 60 years, our team has the skill set to provide quality superannuation advice. We continually keep up to date with all regulatory changes in the industry to ensure that we have the expertise to navigate and advise you on any matter or issue that may arise.

Our Superannuation team is licensed and qualified to provide any type of advice you require.

Our superannuation services allow you to take advantage of the flexibility and control of managing your own SMSF, knowing that you are supported with leading expert advice and assistance when you need it.

Our Superannuation services include:

Consulting Advice

  • Whether a SMSF is appropriate for you
  • Comparing other superannuation funds
  • Establishment of Pensions
  • Gearing within the superannuation
  • Transferring benefits from oversea retirement funds

Ongoing Accounting and Compliance

  • Preparation of financial accounts, all associate trustee minutes and lodgement of the tax return
  • Preparation and lodgement of any activity statements
  • Estate Planning
  • Rectification of breaches to legislation
  • Windup of an SMSF

Interested In Our Services