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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.


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.


What can we do for your Self Managed Super Fund?


Set up

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


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


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

Make an enquiry

Please let us assist you. Submit your info via the form and one of our expert advisor will get in touch with you shortly.

Latest News

2021- 2022 Federal Budget Overview

2021- 2022 Federal Budget Overview

  • May 14, 2021
  • by boa admin
  • No Comments

The 2021-2022 Federal Budget overview has released. Here is the highlight of the report: Income tax exemption for qualifying grants made to primary producers and small businesses affected by the storms and floods in Australia.   Increased support for brewers…