We assist our clients with an end-to-end solution, helping them establish a Self-Managed Superannuation Fund and take control of their retirement. With access to a team with a wealth of experience, you can rest assured that the most suitable structure and strategy is put in place.
Is an SMSF right for you?
Establishment of fund
Structuring of personal insurance cover and beneficiaries
Develop investment strategy
Limited recourse borrowing arrangements
Areas we can assist
Meeting and maintaining compliance obligations
Direct property investment
Arrange trust deeds
Why work with us?
Strong industry relationships
Access to our in-house specialised SMSF lending team
Live performance updates
Ongoing account keeping and management
Highly experienced and qualified advice team
Integrated reporting and accounting software
Access to our property research team
Highly experienced and specialised team