Self managed super funds (SMSF)

All managers 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.

people in a meeting working together


Our ATO-accredited 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.

SMSF setup and strategy

We offer expert assistance during setup of your SMSF and ongoing help with

financial advice on your investment strategy.