Services

Our services include: 

• Once you’ve decided a Self Managed Superannuation Fund is right for you, we can procure the required Establishment Documentation.
• Year end Administration of a Self Managed Superannuation Fund, including:
  • Financial Statements
  • Member Statements
  • Annual Return
  • Trustee Minutes
  • Investment Reports
• Audit of a Self Managed Superannuation Fund by ASIC registered SMSF auditors.
• Advisory services on the operation of Self Managed Superannuation Funds, including:
  • Superannuation Industry (Supervision) Act 1993
  • Taxation
  • Lump Sum Benefits
  • Pensions
  • Trustee duties and responsibilities
  • Actuarial Certificates
• Administration and audit services are provided on a fixed fee schedule providing financial certainty for clients.

We work with clients Australia wide; including Sydney, Brisbane, Melbourne, Perth and Adelaide.