OUR SELF MANAGED SUPER FUND ASSISTANCE

The Self Managed Super Fund Sector has experienced rapid growth over the last decade and is now the largest single sector in the Australian Superannuation Industry. The decision to establish a Self Managed Super Fund (SMSF) is a significant one. Most people who establish their own (SMSF) do so because they want greater control over their investment decisions and flexibility over their investment options including direct investment into property.

 

Our SMSF Services include:

  • SMSF Set Up-including establishing Trust deeds & advice on the Trustee structure
  • Preparation of Annual accounts
  • Preparation & Lodgement of the SMSF Annual Return with the ATO
  • SMSF Audits to ensure your SMSF is compliant

FOR MORE BUSINESS ADVICE CONTACT OUR PLANNING TEAM

Partner / Senior Accountant

Dean is a qualified accountant with over 20 years experience. He has completed a Masters in Commerce and his extensive accountancy background………..

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Senior Financial Planner

Ryan is an experienced financial planner having spent the first 8 years of his professional life with Australia’s largest financial services and banking group……….

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Director / Principal Planner

Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify…….

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Schedule a call back and start your journey today!