A self-managed super fund (SMSF) may be what you need to create the extra wealth that you’re looking for in retirement.
By looking after your own fund, you effectively take control of your financial future. Utilise our insight and experience to ensure that you meet all compliance issues with your fund, manage its day-to-day needs, and align it with your financial and lifestyle goals.
An SMSF specialist will sit down with you to define what you want to achieve with your fund. Then we can assist with:
- Setting up your fund
- Ensuring compliance with the ATO regulations
- Completing the annual regulatory accounting
- Fund administration: day-to-day record keeping
- Outsourcing your fund audit, as required
Our SMSF services can work independently or in combination with our bookkeeping, accounting, tax, and business advisory services.