Thinking of setting up your own Self Managed Superannuation Fund (SMSF)? You can’t go past our team!
We are proudly CPA accredited Self Managed Superannuation Fund (SMSF)
Specialists and registered ASIC SMSF Auditors, so you can be assured you’re working with the best.
Our services and expertise extend to all areas of superannuation including:
SMSF Advice and Structuring
As recognised leaders in the Self Managed Superannuation Fund Industry, we are trusted by our clients to create value through their SMSF. From SMSF establishment and ongoing administration to audits and annual regulatory returns, we provide a complete service that exceeds expectations.
SMSF Investment Strategy
The collective knowledge of our team of SMSF industry leaders ensures a smooth and cost effective SMSF investment strategy.
Limited Recourse Borrowing Arrangements (LRBA’s)
Limited recourse borrowing arrangements allow your SMSF to borrow for investment purposes, but it’s essential you know the risks. Our team have specialist LRBA knowledge and experience to take you through both the risks and benefits of LRBA’s so you can make an informed decision.
Pension and Centrelink Strategies
There are several types of pensions that can be paid from a SMSF, depending on your unique position. Benefits can include a tax free environment on the portion of the fund supporting the pension and a refund cheque from the ATO each year!
Working closely with estate planning professionals, our tax strategies ensure all estate beneficiaries receive the correct benefits whilst paying the least amount of tax.