SUPERANNUATION ADVISORY

In conjunction with our alliance partners, we provide a complete superannuation compliance and advisory service.

Self-Managed Superannuation Funds

Are you aware of the strict compliance obligations of having an SMSF? Need help administering and managing your SMSF?

We’ve been helping our clients manage their SMSFs for over 15 years and with 300 funds currently under management, through our alliance network, we have the resources in house to deal with any compliance issue quickly and efficiently.

Risk Management

Not sure how to structure your life insurances? Should they be inside or outside of your super fund?

Our team of expert advisers can help assess your personal situation and advise on the way to create tax effective solutions that minimise your risk.

Wealth Creation

Does your superannuation fund have a targeted and well managed wealth creation strategy to help you achieve your goals?

Our advisers have a strong track record of helping our clients achieve their retirement goals through personalised wealth creation planning. We listen so we can understand what our clients need and provide individual, client focussed, tailored solutions. 

Estate Planning

Worried about how your loved ones will be looked after when you are not around?

With the help of our team and our Estate Planning for Life program we will help you navigate your way through the complexity of developing a detailed estate planning document.

Compliance

Superannuation Fund Audits and Tax Returns?

The complete administration service we provide our SMSF clients includes preparation of the fund financial statements, audit and preparation and lodgement of the fund tax returns.