Our Self-Managed Superannuation Funds (SMSF) service provides you with relevant and up to date advice on the establishment of your fund and ongoing administration.
We guide you through the responsibilities of managing your retirement assets, ensuring that your fund is always compliant. Through the merging of our service areas, our teams work together, providing you with the complete financial planning and accounting services to best meet your Self-Managed Superannuation Fund needs.
Our SMSF service provides you with the following:
- Advice on the establishment of your fund and ongoing administration
- Documentation of your funds investment strategy
- Preparation of Financial Statements
- Set up and running of an allocated pension
- Audit of your SMSF