Self Managed Super Funds is a specialist area requiring knowledge across a number of areas. Traditional accounting firms provide accounting and taxation services only.
However, there will be many times that as a trustee you will require services beyond accounting to address changing life circumstances. For instance, retiring from work and needing to start a pension, sickness or death of a member, divorce or family breakup. We can help you plan for your future and navigate unexpected events.
We hold an Australian Financial Services Licence to provide advice in the area of Self Managed Super Funds.
Australian Financial Services Licence No: 489212
Financial Planning Services
Setup of SMSFs
You need to consider whether a Self Managed Superannuation Fund is right for you and your family.
There are many factors to consider in deciding whether a Self Managed Super Fund will meet your needs and help you reach your goals.
We can provide advice as to whether a Self Managed Super Fund is the right path for you.
Property Advice including borrowing and Limited Recourse Borrowing Arrangements
Superfect - simplifying your finances