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How We Help You Take Control of Your Super

We provide the resources and expertise to get your self-managed super fund set up and flourishing

OUR SERVICES

We'll help you develop a SMSF portfolio that's perfect for you and your estate planning

You don’t need to know about all the technical elements and tax requirements of a self-managed super fund setup. As registered SMSF agents, you’ll be guided by our expert team to ensure you have the right setup for you.

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SMSF Feasibility and Setup

SMSF Information

Explain the basic features of a SMSF. This includes accumulation, drawing a pension (TRIS) while you work, being fully retired (ABP) and making contributions both before and after tax.

SMSF Suitability

Review your current super fund and advise if a SMSF is the right financial decision for you

SMSF Risk Protection

Rollover your super fund balances, ensuring your risk protection (such as insurances) are not compromised.

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SMSF Management

SMSF Tax Requirements

Apply for the tax registrations including an ABN and the fund regulation with the ATO.

SMSF Risk Protection

Rollover your super fund balances, ensuring your risk protection (such as insurances) are not compromised.

SMSF Nominations

Help arrange Binding Death Nominations, options of creating a SMSF Will and the taxation implications of death benefit payments to dependent and adult beneficiaries.

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SMSF Growth and Retirement Plan

Develop Your Nest Egg

Help you develop your nest egg, providing peace of mind for a sustainable income stream or pension to last for future years.

Enjoy Financial Peace of Mind

Relax knowing the investment choices you've made have set you up for a comfortable retirement.

Taxation ServicesSetup, assess and manage your business set up

epa-smsf365

Taxation services managed by EPA Group, of which SMSF365 is a division.

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Compliance and Tax

Bookkeeping and Accounting ServicesWe are experts in keeping on top of the numbers and provide sound financial advice to ensure your business succeeds.

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Feasibility and Setup

Focus on running your businessOur Accounting Support service helps you set up bank reconciliations, payroll and superannuation, freeing up your time to run your business and save money in the long run.

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Cloud-Based Accounting Solutions

We are a Xero FirmWe believe the API structure of Xero allows for numerous add-on applications to be plugged in, either off the shelf or customised to your current business software. Automate your payroll, inventory, e-commerce, practice management and more.

Take control of your financial future

Make the first step by booking a free consultation with one of our experts.