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Safeguarding Your Future

We are proud to help trustees effectively manage their retirement savings with a self-managed superannuation fund.

Running a self-managed superannuation fund has it’s pro’s, but it comes with comprehensive compliance requirements. Let us ensure all obligations are met, including:  

  • Facilitation of Statement of Advice and establishment of self-managed superannuation funds
  • Tax compliance and coordinating annual fund audit
  • Monitoring of legislative changes
  • Fund administration

As accountants, we do not provide specific financial planning advice. We do, however, have a strong relationship with credible financial planners who can assess your current financial situation, make recommendations to help achieve your personal goals and provide ongoing support to monitor and update plans as your circumstances may change.

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