Self-Managed Super Fund Taxation and Auditing

A self-managed super fund (SMSF) puts you in the driver’s seat of your financial future, allowing you to invest in assets you know. Moreover, with the tax and cost benefits that come with SMSFs, will enable you to build significantly more tax-free wealth.

To make the most of your superannuation, you need a team of specialist superannuation consultants – whose sole aim is to seek new and innovative ways to secure the best outcome for your retirement investments. We all have our retirement dreams. Perhaps you envision yourself traveling around the world and exploring every continent. Wherever you see yourself, rest assured we can help you to accomplish those dreams and retire comfortably by carving your future wealth today.

Our comprehensive Superannuation Solutions services include:

  • Self-Managed Superannuation Fund (SMSF) Establishments
  • Preparation of financial statements and annual returns for SMSFs
  • Administration of SMSFs
  • Fund audits
  • SMSF Trust Deed Updates
  • Limited Resource Borrowing Arrangements
  • Pension establishments
  • Contribution strategies to maximize contributions
  • Rollovers
  • Tax effective retirement strategies
  • Regulatory compliance and investment structuring
  • Estate planning strategies
  • Investment reporting
We work with the best in

Accounting Industry

office location
22/882 Cooper Street, Somerton, VIC 3062
PO Box 450, Somerton VIC 3062
335, Ascot Vale Road, Moonee Ponds, VIC 3039 (For appointments only)
opening hours
Mon - Fri 9am – 5pm
Sat – Sun By appointment only