Are you confident your super fund is compliant? That's just one way we can give you peace of mind.

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Is your SMSF record-keeping a burden? It doesn’t have to be, let us take some of the load.

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Want to do it online? Want to meet us in person? We work the way you work best.

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A Self-Managed Super Fund doesn’t mean you have to do it all yourself.

Many Self Managed Super Fund trustees already have full lives: running businesses, working hard, spending time with family and of course finding some time to relax. We understand this, and it’s part of our mission to make sure our clients spend less time doing paperwork and more time doing the things that matter. Self Managed Super Funds come with a wide and varying range of compliance and reporting obligations, but we work with our clients and their advisers to tick all the boxes and make sure they don’t fall foul of the regulators.

Self-managed super funds come in many shapes and sizes. 
What will yours look like?

There are now over 500,000 Self Managed Super Funds in existence, with more than 1,000,000 members, and they’re all different. There’s only one thing that they all have in common: a desire to provide for their members in retirement. Self Managed Super Funds give you more flexibility, more customization and let you put more of you into your retirement future. It’s not for everyone, but every year we help more and more Australians gain control of their super through Self Managed Super Funds.

We’re technical experts, so don’t worry if you aren’t one yet.

Our SMSF specialists deliver insight into the tax advantages of Superannuation and operate as mentors to SMSF trustees, guiding them through the often confusing superannuation legislation. You can rest easy knowing that we’re here to answer your questions and you don’t have to rely on searching the internet to find what you need to know. A quick phone call to us before making a decision could help you avoid significant costs which can arise from sometimes simple mistakes.

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