Self Managed Super Funds

Self Managed Super FundsSelf Managed Super Funds (SMSF)  are the fastest growing superannuation sector in Australia. We are able to assist you with advice on the establishment and ongoing management of your SMSF. This includes assisting you with establishment documentation, an investment strategy and advice on an investment portfolio. Our ongoing management assists you with reviewing your portfolio objectives, asset allocation and strategic advice to the members of the SMSF.  We give you confidence as Trustee to meet the ongoing demands of managing your own fund and retaining the Regulated Complying Super Fund status.

  • Suitability of SMSF
  • Process to establish
  • Facilitate set up
  • Investment strategy
  • Investments – managed funds, direct shares & ETF’s
  • Review asset allocation
  • Provide strategic advice to members