We can set up a complying SMSF for you under an SMSF Trust Deed. Find out more about the benefits…

Cut through the complexities by appointing us to set up a complying Self Managed Super Fund for you. No admin, no fuss. Maximum flexibility, controlled by trustees…

Our SMSF Trust Deeds are trusts established by the creation of a trust deed. The trustees control the fund making all investment decisions in accordance with the SMSF investment strategy. Other benefits of an SMSF Trust Deed include:

    Individual or trustees or a corporate trustee Contributions from all sources – superannuation guarantee contributions, employer contributions, employee voluntary (personal) contributions, contributions by self-employed, Government super co-contribution The transfer of some or all of your existing superannuation into your SMSF Full flexibility in investments including in shares, property Death benefit nominations – binding and non-binding Seamless conversion from accumulation to pension, including transition to retirement pension

SMSF Accounting and Taxation

Our accountants will guide you through the minefield of legislative and compliance requirements so your SMSF achieves the best possible outcome. All SMSF trustees are required to have financial statements prepared, lodge income tax and regulatory return and other relevant statements with the ATO each year.

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