Super,
your way

We provide personalised guidance to help you manage your super assets and ensure your self-managed superannuation fund remains compliant. Financial freedom starts with you.

You invest,
we do the rest

We are experts in SMSF administration. We’ll ensure you are always up to date with your SMSF compliance obligations, giving you flexibility and control of your retirement whether it is right now or in the years to come!

Lighten the load

Staying on top of administration and compliance obligations can be time-consuming and complex. We’ll make it easier and give you the confidence to grow your retirement savings while retaining full control.

Invest your way

Getting started is easy. We’re able to help you with your SMSF strategy by working with you, your financial planner, accountant, or investment adviser to ensure your chosen strategy is delivered on your terms.

Talk to us anytime

No matter the SMSF strategy we have the expertise and planning tools you need to move seamlessly through one stage of growth to another - supporting and guiding you every step of the way.

The smartest takes on topics that matter to help you with your SMSF

Frequently
asked questions

How do I transfer my superfund?

Moving the accounting and administration of your SMSF can be a big change. While it may seem daunting at first, we’re here to help simplify the process and ensure a smooth transition. We will contact your existing provider and obtain the necessary information to make the transfer on your behalf.

What is an SMSF and how does it differ from other superfunds?

An SMSF is a type of superannuation fund that is managed by the members themselves (in their capacity as trustees) as opposed to other industry funds or schemes that are managed by an unrelated board of trustees.

SMSF’s have gained in popularity because of its ability for you to have control and visibility over your desired investment strategy for your superannuation savings.

SMSFs are regulated by ATO whereas industry funds are regulated by APRA.

Do I qualify to have an SMSF?

If you’re someone who is looking for more control and flexibility over your superannuation an SMSF might be the right choice for you.

Do I need an SMSF tax accountant?

One of the key requirements of having an SMSF is lodging a tax return each financial year. This can be done yourself, however having a dedicated SMSF accountant preparing these will simplify the complex process and ensure a timely and compliant completion.

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