Plan your retirement with a Self Managed Superannuation Fund

With a Self Managed Superannuation Fund, you are in control and decide where and how to invest your money for your retirement. We assist you in implementing the strategy that is best for you and ensure your SMSF is an effective way to plan for your retirement.

If part of your strategy is to purchase property we are there to assist you and because we do not work on a commission basis, you can be assured your best interests are paramount.

Learn more on Self Managed Super Funds

But don't just take our word - our clients share their experiences...

“Frans has helped me, through careful property investment to keep my super intact and growing, and enabled me to live comfortably on the income it generates in my retirement.” - Allan

“Frans has helped us grow our super assets and we are on track to have a much higher retirement income than if we had stayed with our industry super funds.” - Kerry

We are Self Managed Super Fund specialists

SMSF Setup

of your Self Managed Superannuation Fund including all statutory requirements associated with setup
Trust Deeds
are provided covering your current and future membership obligations
Investment Strategies
tailored to your personal situation and circumstances - we are there to guide you in your chosen strategy to ensure you achieve your goals
ensuring you understand your role & responsibility as Trustee of a Self Managed Super Fund

SMSF Compilation

Annual Returns & Financial Statements
our service includes the preparation of Annual Returns & Financial Statements
Administration Services
feel confident knowing we are here to assist you administer your fund
SMSF Auditing
is done by our ASIC Registered SMSF independent Auditor ensuring you meet your obligations
with the SIS Act 1993 and its regulations - we work with you to ensure your SMSF is a complying fund with the Australian Taxation Office