Self-Managed Super Fund (SMSF)

Prudent. Measured. Insightful.

A self-managed super fund puts you in control of your retirement funds. You choose your investment strategy, preferred assets and the risk profile that suits you.  You avoid the management fees and other hidden fees of large fund managers.

If you have a significant superannuation asset and have the interest and motivation, a self-managed super fund may be for you.  You will know exactly what assets you own and what risks they entail.

Self-Managed Superannuation Fund Services

We can help you with:

  • setting up your SMSF
  • managing rollovers and assets
  • reporting, record keeping and administration
  • taxation
  • accessing your super as a lump sum or pension
  • winding up a SMSF
  • planning your risk profile and allocations to key asset classes
  • finding specialists who will advise you on specific investments
  • legal compliance
  • managing your SMSF through a separation or divorce

You’ve worked hard to build your asset.  Now ensure it is protected and provides the income and lifestyle you deserve for your retirement.

Accountants Who Listen

Our starting point?

We listen to understand your goals, to ensure we give the right advice.

Accounting Without the Jargon

While we love the numbers and all the legal requirements, we know you probably don’t.

We’ll help you get your SMSF setup quickly and we’ll deal with the accounting, so you can focus on investing and growing your retirement income.

We’re accountants without the jargon.  We cut through the complexity and talk in clear language you will understand.

Accountants With Simple Easy to Understand Fees

We have three simple service and fee packages for SMSFs.

Your package will be simple and affordable.

We help you understand right from the start what your full costs will be for the year.  You won’t get charged extra every time you talk to us or send us an email.  We actually like to talk to you and would rather you raise concerns or issues early so we can help you succeed.

We don’t get paid commissions or advise on individual assets.  We can advise you on your overall investment risks and asset mix conflict free, and with only your wellbeing in mind. 

Sound Like the Kind of Accountants You Need?

Lets talk.  An initial consultation is completely free and we’d love to get to know you.