Self-Managed Super Funds
An SMSF carries real administrative and compliance responsibilities. We help trustees set up and maintain their fund properly, and coordinate with external advisers where investment advice is needed.
What’s included
- Establishment support
- Compliance services
- Coordination with external financial advisers where required
Who it may help
- Trustees looking for support with annual SMSF compliance
- People establishing a new fund who want the administration set up correctly
- Trustees who work with a separate licensed financial adviser
This page is general information only and isn’t personal tax, legal or financial advice. We’ll talk through your circumstances before recommending anything.
Other services
Talk to us about self-managed super funds.
Tell us a little about your business and the support you’re looking for.