Take advantage of our experience and deep industry expertise, knowing that your Self-Managed Super Fund (SMSF) is working extra hard to expand your generational wealth.
Administration of SMSFs
Ongoing management of your SMSF is required to ensure it keeps functioning at full potential and remains compliant. Our team has extensive experience in the administration of SMSFs, so you can rest easy knowing that we are taking care of the hard work for you.
We ensure your fund meets all its accounting requirements, including annual auditing and taxation reporting. You want full confidence that costs and taxation are being minimised, while your fund is satisfying its trustee obligations. Our admin team will guide you through tax deductions, capital gains tax and auditing regulations.
Your fund is a valuable asset, which should be working as hard as you are in terms of wealth building and income generation. When it comes to unlocking its full capacity, you need premium advice to ensure you make appropriate investment choices in a range of targeted sectors and assets.
Our specialists will advise you on the available investment opportunities for your fund, which may include a tailored balance of residential and commercial property, Australian and international shares, managed funds, cash and term deposits, physical commodities, fixed income products and a range of collectibles.