Are you thinking of moving your superannuation savings into a self-managed superannuation fund (SMSF)?

SMSF’s can have up to four members. All members must be trustees (or directors if there is a corporate trustee) and are responsible for decisions made about the fund. If you have an SMSF, you are responsible for complying with superannuation and tax laws, and record keeping and reporting obligations.

Our SMSF services include:

  • Opening of a bank account and trading account (if applicable)
  • Initiation of rollovers from your current superannuation fund/s
  • SMSF investment strategies and implementation
  • Referral to an accountant and/or auditor if required

Setting up a SMSF is a big commitment – contact us to discuss your personal circumstances and goals.