Self Managed Superfunds

A Self-Managed Superannuation Fund (SMSF) may be the best way to ensure a comfortable retirement. 

  • Reduced tax on investment income and capital gains
  • More freedom to invest
  • Ongoing tax benefits from an allocated pension fund upon retirement
  • Access to more funds through lending

But managing your fund can be a huge time suck, and waste money if you don’t have investment knowledge. Keeping your SMSF compliant can also be complicated, depending on where you’re investing.

what we can help

Establish your SMSF 

Stay compliant through documentation and procedures

Manage your investments profitably 

Manage ATO audits and reviews

Documentation to record the pension and the transition to pension phase