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Self Managed Superannuation

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

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Structuring of personal insurance cover
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Direct property investment

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Strategy implementation

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Arrange trust deeds

Estate planning

Meeting and maintaining compliance oblig
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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

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