Your superannuation fund is often your second largest asset after the family home. However many people don’t realise this investment can be taken control of through the use of Self Managed Superannuation Funds (SMSF).

Our Accounting & Tax and Financial Services divisions work together to achieve best results for the management of your superannuation.

We offer specialist superannuation advice on the following:

Determining your suitability to SMSFs
We can provide advice on whether self managed super is the right choice for you.

Establishment of your fund
We arrange for the establishment of your SMSF trust deed and complete all the necessary registrations.

Documentation of the fund's investment strategy
We can assist with the documentation of your own strategy or direct you to our Financial Services division to assist with tailoring a strategy to meet your objectives and goals.

Administration services
We can provide you with full or partial administration services to prepare financial statements and ensure everything complies with superannuation regulations.

Running a pension
When you retire you can draw a pension from your super fund and take advantage of valuable tax breaks. We can help with retirement strategies to minimise the tax on your income stream.