Self managed super funds (SMSF)

All trustees of self managed super funds must meet annual reporting requirements and adhere to hundreds of different rules. Audits need to be completed each year to ensure you're complying with tax and superannuation legislation.

We have extensive experience advising SMSF trustees. Our specalist accountants help manage over 400 funds yearly, assisting with audits and compliance.

Working with our qualified staff will remove the risk of possible penalties, such as the loss of tax concessions or having your assets frozen.

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SMSF setup and strategy

We can also offer expert assistance during setup of your SMSF and ongoing help with financial advice on your investment strategy.