Services

Self-Managed Superannuation Funds (SMSF)

We have been providing advice to SMSF trustees and members for over a quarter of a century, providing comprehensive planning advice, including investment reporting.

SMSF’s provide more control and flexibility over how your superannuation is invested. They are also effective for estate planning, helping retain wealth for future generations.

Superannuation laws are complex, and investing can be stressful – that’s why we’re here to help you make smart decisions with your money.

Our SMSF Services Include:

• Strategic advice, including asset allocation, contribution, pension and estate planning strategies;
• Ongoing investment advice, including direct shares, separately managed accounts (SMA’s), managed funds, exchange Traded funds (ETFs), cash and term deposits;
• Maintenance of records of all fund investments, including records for capital gains tax purposes;
• Liaising with your accountant or SMSF administrator;
• General advice to trustees if they require simple investment advice;
• We can provide advice to establishing an SMSF if it is in your best interest.