SERVICES SMSF SMSF ADMINISTRATION

SMSF Administration

As a Trustee of an SMSF, you are responsible for running the Fund and acting in the best interests of the members.

TAs a Trustee of an SMSF, you are responsible for running the Fund and acting in the best interests of the members.

  • Superannuation and tax laws, including the requirement the money is only used for retirement benefits.
  • Record keeping obligations, such as lodging annual statements.
  • Reporting obligations including reporting contributions..
  • Audit requirements, including having the Fund audited by an approved SMSF auditor each year.
  • Lodging a SMSF annual return every financial year..
  • Paying the supervisory levy.
Audit requirements, including having the Fund audited by an approved SMSF auditor each year.

Our Services

SMSF

More Australians are choosing to start up their own Self-Managed Super Funds. Find out if a SMSF is right for you.

GETTING STARTED WITH SMSF

Getting started with setting up an SMSF can be daunting as there are mandatory steps, rules and regulations. We make it easy!

BUYING SMSF INVESTMENT PROPERTIES

Find out how you can use your super to invest in property with our SMSF experts.

SMSF DIRECT INVESTMENT

SMSFs allow you to invest directly in your own chosen combination of investments. Take advantage of SMSF direct investments.

SMSF PROPERTIES

Interested in SMSF Properties? We can help you through the SMSF investment process and provide the specific level advice you require.

RETIREMENT PLANNING

Achieve more with your super for a comfortable retirement. Take control and maximise the performance of your superannuation.

FINANCIAL PLANNING

Take the proactive approach to your financial future and achieve the lifestyle you desire now and in retirement.