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Self Managed Superannuation

As the Australian Government encourages it’s citizens to provide for their own financial retirement goals, more and more are taking control of their superannuation through the use of a Self Managed Superannuation Fund.

Superannuation is a tax effective vehicle for wealth accumulation, and implementing your plans through a Self Managed Superannuation Fund that you control provides you with the best chance to maximise these opportunities.

We are able to assist throughout every stage of a Self Managed Superannuation Fund’s lifecycle ensuring you have control, but are not burdened with administrative and compliance matters. The technology we use also ensures your Self Managed Superannuation Fund is a cost effective option.

Superannuation law is a delicate area and personalised planning is required for each individual. Our superannuation experts can assist with your superannuation requirements allowing you to effectively reach your financial retirement goals.

Self Manager Superannuation Fund lifecycle –

  • Establishment
  • Rollover from your existing superannuation funds
  • Investment strategy and structuring
  • Contributions and wealth accumulation
  • Annual reporting including Self Managed Superannuation Fund Return and Member Statements
  • Annual audit
  • Retirement planning including pension structuring
  • Death Benefits and Wind up