We can provide assistance with recommending an appropriate advisor who can advise you on establishing a self managed super fund and strategies such as borrowing within super to acquire assets and pension establishments.
Further, we can provide services in relation to the administration and compulsory audit for your SMSF.
We work closely with qualified financial planning practices who assist our clients with establishing self managed super fund’s and providing advice in respect of appropriate investment strategies, commencing pensions, transition to retirement arrangements and not to mention estate and succession planning. We can recommend an appropriate advisor to you to assist you with establishing a Self-Managed Super Fund.
Further, we can also recommend an appropriate advisor who is able to offer clients customised strategic advice in respect of their self managed super fund investments and borrowing inside super fund’s to invest and not to mention other estate planning, risk and pension strategies.
We are experienced in the provision of administration and audit services to trustees of self managed super funds and can assist you in this regard no matter the size of your super fund.
We offer a professional cost effective service that can offer a one stop solution to trustees of fund’s that provides piece of mind. We can handle all aspects of the administration process including preparing end of year compliance and audit obligations.
Liability Limited by a scheme approved under Professional Standards Legislation.