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Superannuation

Our superannuation specialists provide a broad range of services to trustees and members of Self Managed Superannuation Funds (SMSFs) in the areas of advisory, administration and compliance.

As members of the peak industry professional bodies and part of a wide network of industry specialists we are always at the leading edge of superannuation planning. This means we are up to date with the latest in superannuation and avoid the pitfalls that can lead to costly financial outcomes.

In a complicated and changing environment we pride ourselves on ensuring our clients receive the best advice in a timely and efficient manner.

Our services to SMSFs include:
  • Accounting
  • SMSF annual return reporting
  • Audit
  • Member reporting
  • Taxation strategies
  • Retirement planning strategies including income stream and lump sum withdrawals
  • Investment strategies and advice (through our financial planning division)
  • Technical analysis and review of prudential requirements
  • Contribution strategies
  • Member benefit roll-overs

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