A SMSF is your own personal Superannuation Fund that gives you greater control over how your Superannuation is invested, giving you the flexibility to decide where you invest your money. This could be an ideal option for DIY Investors who prefer to make their own investment choices for their retirement, rather than leaving the management of their superannuation in the hands of others.

The choice of investments can be wider with a self managed fund because of the opportunity to invest in direct property, as well as the more traditional superannuation investments such as shares and managed funds. SMSF is a highly complex and ever changing area.

We can assist you by managing and advising in regard to:

  • Fund establishment;
  • Estate planning;
  • Taxation planning;
  • Record keeping;
  • Preparation of funds annual financial statements;
  • Organising the mandatory fund audit; and
  • Ongoing advice to the trustee.

In addition, our in house financial planning service can assist you with investment strategy and choice.