Self Managed Superannuation Funds

                                                                                                     

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Whether you use our financial planners to manage your investments, or you look after all the investing in your Self Managed Superannuation Fund, we can provide a full range of services for administration and compliance of your SMSF. We receive data daily from your financial institution and share registries which allows us to provide an up to date value of your SMSF. An online login allows you to view various reports including investment portfolio valuations, current member balances, minimum and maximum pension requirements, financial position of the fund and financial performance for a specified period. Our system also allows us to provide accurate and timely advice on the administration of your fund.

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Our SMSF services include;

  • Establishment of a Self Managed Superannuation Fund
  • Preparation of end of year financial statements and income tax return
  • Commencement of a pension
  • Tax effective strategies using your SMSF
  • Borrowing to purchase assets
  • Estate planning

 

Liability limited by a scheme approved under Professional Standards Legislation