Self Managed Super Funds (SMSF)

Self-managed superannuation funds have emerged as a popular choice of Australian individuals and business owners aiming to supercharge their retirement nest egg. If you wish to control your retirement savings, you should also be prepared to handle the administrative tasks of your SMSF.

How we help

Running a SMSF is tough. Let us do the heavy lifting for you.

• We establish your SMSF correctly to simplify administration, receive contribution and get tax concessions.
• Put necessary elements in place, such as a Trust Deed, Trustee Declaration, and assets.
• We use the Australian Business Register to register your SMSF.
• Take care of annual SMSF taxes, audit, preparation of fund accounts.
• Lodge SMSF tax returns on or before due dates.

Benefits

• Maximise time efficiency
• Efficient administration
• Compliance and risk mitigation
• Assist with financial statements and maintain financial records

Book consultation now