By the time you retire your SMSF is likely to be one of your most valuable assets – besides your family home, business and/or family trust. So worth getting it right.
Establish My SMSF
We provide you with a smart, flexible SMSF trust deed and company constitution designed to support a wide range of super strategies and still stay compliant.
Manage My SMSF
To help you manage your SMSF we will:
Help you comply with super and tax rules, making sure you don’t hit any potholes.
Establish your pension accounts, guiding you around the minimum pension payments.
Prepare and lodge your SMSF annual return.
Arrange the independent audit. And sort out any issues.
Manage your trustee’s corporate affairs. And help you avoid hefty ASIC fines.
Prepare annual member statements. And help you keeping everybody happy.
When you compare prices, make sure you compare apples with apples. Check what is included.
ASIC fees are out of our hands, but we have included these anyway, so you know what it all adds up to.
We don’t charge extra for your SMSF’s audit, actuary certificate or management of your trustee’s corporate affairs, but others usually do. So look out for those hidden charges with other providers.
Please call or email if there is something we didn’t cover.