Self Manage Super Fund Services


We are well capable of offering accounting support for self managed super funds. We provide a full range of SMSF services covering SMSF set up; individual or corporate trustee; update to SMSF; SMSF investment strategy; SMSF change of trustee; SMSF minutes & resolutions package or SMSF borrowing.
Self-Managed Superannuation Funds (SMSF) provide the ultimate flexibility and control in saving for your retirement by allowing you to make the investment decisions – whether your choice is direct investment in property, shares, managed funds, term deposits or a combination of each.
We pride ourselves on keeping up-to-date with changes to superannuation legislation and proactively engage our SMSF Trustee clients to ensure they maximize the opportunities SMSF offer.

    We can help you meet your financial goals by:
  • Establishing your self-managed superannuation fund
  • Managing your fund’s compliance with the SIS Act
  • Providing taxation and audit services
  • Maintaining accounting and member records
  • Preparing annual financial statements
  • Assisting with fund transition to pension phase
  • Preparing annual pension fund paperwork
  • Maintaining portfolio records (including shareholding reports, dividend reports, capital gains tax calculations and transaction listings)
  • Attending to all taxation obligations (including income tax and regulatory returns, instalment activity statement (IAS), business activity statements (BAS) and eligible termination payments.

Contact us today to request a free, no obligation meeting to discuss how we can assist you.