By the time you retire your SMSF is likely to be your 2nd most valuable asset – after your family home. 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 to comply with all the tricky super and tax rules. And make sure you don’t hit any potholes.
Establish your pension accounts. And guide you around the minimum pension payments.
Prepare your SMSF annual return. And lodge it.
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 to keep everybody happy.
When you compare prices, make sure you compare apples with apples. Check what a quote covers.
ASIC fees and GST 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, land title search or managing your trustee’s corporate affairs, but other providers usually do.
Please call or email if there is something we didn’t cover.