We help clients to set up and manage their Self Managed Superannunation Funds (SMSF). We believe that we have a unique structure that keeps costs low and affordable to help clients minimise the costs of running a SMSF and maximising the returns.
We introduce clients to investment strategies and if they become Trustees we educate them in how to be responsible and maintain a complying fund. We provide fund admin if required. (We even punch the holes in the minutes so they are ready to file!)
SMSF's are ATO regulated funds taking up to 4 members. Suitable for:
* Self Employed people and
* Employees who have their own choice of superannunation funds
* Retirees who want their own Self Managed Allocated Pension
Accounting and Legal Services are referred back to your personal advisors.
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