Self Managed Superannuation.

Almost 700,000 Australians manage their own superannuation fund.

Managing your own superannuation money can be very rewarding, both personally and financially. But you do need to follow legislative rules laid down by the Commonwealth Government. The rules are actually designed to protect self managed superannuation members, and when a fund is properly established and the members are seeking to be sensible with the fund, the rules are quite easy to follow.

Amongst other things, these rules require that a self managed superannuation fund must have a set of accounts prepared, a tax return lodged and an audit conducted each year.

We can provide all of these services for you. We can also help you establish a self managed superannuation fund so that it complies with all other Government regulations.

Our self managed superannuation services are integrated with all of our other services, meaning that your self managed superannuation planning is consistent with all other aspects of your tax planning.

Investment Advice

Please note that our services do not include investment advice within your SMSF. This can only be provided by a licenced financial adviser. We can introduce you to someone who can help: please click here to contact us or ask us how when next we meet.

Please contact us to discuss how we can we can assist you with your self-managed superannuation fund.
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