Self-Managed Superfund

Our self-managed superfund service provides industry-leading administrative and financial advice to help set up, manage and grow your SMSF.

What is a Self Managed Super Fund (SMSF)?

A self-managed super fund (SMSF) is a trust fund that’s managed by its members/trustees. It’s an alternative to industry or retail super funds. If you set up your own SMSF, you have greater control over how your retirement savings are invested and managed. For example, you can set up your fund to have a wider choice of investment options and more flexibility in the payment of your retirement benefits. SMSFs receive the same tax concessions as other super funds, and they have the same legal compliance obligations. They must be set up for the sole purpose of providing funds for your retirement.

What can we do for your Self Managed Super Fund?

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Setup

We can help you to set up your SMSF as a trust to ensure it complies with superannuation legislation.

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Administration

We can help you to meet all your ongoing legal compliance obligations as an SMSF member/trustee.

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Tax

We can help you take advantage of generous superannuation tax concessions with your SMSF.

Make an Enquiry

Please let us assist you. Submit your info via the form and one of our expert advisors will get in touch with you shortly.

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