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.
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.
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.
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.
