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SMSF

We’ll look after the legwork with your SMSF & help you plan your financial future.

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.

Make a time to talk with us!

We’ve been providing professional advisory and accounting services to businesses in and around the Frankston and Mornington areas since 2002. Get the help you need with compliance, tax and accounting, and the guidance you seek for building your business and personal wealth.