Self-Managed Superannuation

Self-Managed Superannuation Funds (SMSFs) are popular in Australia.

A SMSF can give you more control and transparency than other superannuation funds. However, it is a highly regulated and complex area and considerable expertise is required to ensure that the fund remains fully compliant and entitled to all of the tax and asset protection concessions. Our Financial Advisors are SMSF specialists and can help you determine whether an SMSF is right for you and,  if appropriate, co-ordinate the fund establishment, preparation of mandatory reports, lodgements, and other documentation to ensure you’re set up for a comfortable future.