Self-managed superannuation funds
We have been offering self-managed superannuation fund (SMSF) services to our clients for in excess of ten years, with all our advisers qualified SMSF specialists able to provide high level advice and informed guidance in this area.
We currently administer in excess of 220 SMSFs, with many of these in ‘tax-effective’ pension phase.
In conjunction with AFS & Associates Pty Ltd, we are able to offer you a complete package of SMSF services, including:
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Investment and Strategic advice, including Pensions and Centrelink considerations
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All administration requirements including the completion of the annual accounts and income tax returns
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Arranging the annual audit
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All compliance aspects
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The establishment of new SMSFs