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SELF MANAGED SUPERANNUATION FUND

Do you already have a Self Managed Super Fund?
If you already have a Self Managed Superannuation Fund (SMSF) and are
happy with the service provided by your accountant or SMSF administrator,
there is no need to make any changes. We can easily provide our investment
services within your existing framework.

Investment strategy
It is a legal requirement that a Self Managed Super Fund has a documented
and implemented investment strategy. We review your existing investment
strategy document and advise on any updates or amendments that are
needed.

If you do not have an SMSF.
We can arrange to set up a new Self Managed Super Fund for you that will
satisfy all legal and compliance requirements.

Not for everyone
SMSFs are not for everyone. Depending on your circumstances and objectives
there may be better options for you. Before we proceed to set up a Self Managed Super Fund for you we will explain all the pro’s and con’s and answer your questions so you can make an informed decision.

Accounting, tax and audit
While we concentrate on the investments we can provide a full accounting
and tax compliance service through suitably qualified professionals.

Compliance Paperwork
In order to ensure that you SMSF retains its compliance status, we offer a
service which ensures that all legal requirements are fulfilled. This primarily
focuses on ensuring contributions are made appropriately, applicable annual
pension requirements and death benefit nominations are reviewed and updated as necessary.

We also monitor legislative changes to ensure any trust deed amendments
needed are made for your SMSF.

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