We help you stay compliant and save you time and money.
Your SMSF
The careful management of your SMSF is an investment in securing a comfortable and financially robust retirement.
Establish
Establishing a Self-Managed Superannuation Fund (SMSF) is a significant step towards securing your financial future, and ensuring its establishment is seamless and strategically tailored to your needs is our expertise.
Manage
We guide you through the relevant super and tax rules, making sure you don’t hit any potholes.
The objective of our comprehensive SMSF management is to alleviate the administrative burden and mitigate compliance risks, allowing you to focus on your financial goals with confidence.
Your Retirement
Retire
When you start a pension, we establish your pension accounts and advise you of your minimum pension payments.
GST
We handle the preparation and lodgement of necessary Business Activity Statements (BAS) or Instalment Activity Statements (IAS), ensuring that your SMSF meets its tax obligations seamlessly.
LRBA
If your SMSF wants to borrow money – for example to buy property – you need to hold the property in a bare trust with an LRBA in place. We guide you through the process.