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Self-managed SUPERFUND (SMSF)

Our self-managed superfund service provides industry-leading administrative and financial advice to help set up, manage and grow your SMSF.

WHAT IS A SELF MANAGED SUPER FUND (SMSF)?

A self-managed super fund (SMSF) is trust fund that’s managed by its members/trustees. It’s an alternative to industry or retail super funds. If you set up your own SMSF, you have greater control over how your retirement savings are invested and managed. For example, you can set up your fund to have a wider choice of investment options and more flexibility in the payment of your retirement benefits. SMSFs receive the same tax concessions as other super funds, and they have the same legal compliance obligations. They must be set up for the sole purpose of providing funds for your retirement.

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What can we do for your Self Managed Super Fund?

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Set up

We can help you to set up your SMSF as a trust to ensure it complies with superannuation legislation.

Administration

We can help you to meet all your ongoing legal compliance obligations as an SMSF member/trustee.

Tax

We can help you take advantage of generous superannuation tax concessions with your SMSF.

CLIENTS THAT TRUST US

Speedy Fang
Speedy Fang
13:00 27 Oct 20
I highly recommend Accountant Ruth, super efficient.
郭芭芭
郭芭芭
06:45 07 Oct 20
Ruth is very professional and very patience to answer all of my questions and help me to finish my personal tax return... without any troublesome.read more
Yury Pitsishin
Yury Pitsishin
00:26 07 Oct 20
Our tax returns were prepared professionally, and last minute amendments were quickly included.
Ben Blakesley
Ben Blakesley
06:58 07 May 20
Great accountants answering all of our queries in an easy to understand manner. Thanks Jason, keep up the good work!
Jonathan Sheffield
Jonathan Sheffield
06:25 20 Jan 20
Fabulous staff with their patient and fantastic service, their friendly staff Ruth has given me a lot of professional... advice on my tax situation.read more
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