Superannuation & Investment Management

We have many years of experience working in conjunction with financial planners and superfund auditors to ensure the compliance aspect of running a self-managed superannuation fund is done as efficiently as possible.

Providing you with more control of your investments.

For those who are close to retirement or those who wish they were, self-managed super is a great way to take control of your finances. In conjunction with proper financial planning advice, superannuation can be managed at no additional cost to what you would pay within a retail super fund.

This is, however, a highly regulated and complex area of accounting and taxation. It’s vital you get the right advice from the start.

Our SMSF services can assist with the following areas:

  • Setting up a Self Managed Superannuation Fund
  • Ongoing Administration and Compliance Activities
  • Taxation Advice to ensure that your SMSF remains compliant.
  • Advice on SMSF borrowing opportunities, in particular purchasing property to run your business from
  • In conjunction with our Financial Planning partners, we can assist with Insurance and Investment Strategy Decisions for your SMSF