Having a self managed super fund doesn’t mean that you need to go it alone. We’ve helped countless people optimise their self managed super funds, taking control of their investments in order to meet their retirement goals. Managing your own superannuation can be complicated; all of our accountants have experience managing self managed super funds and we can help take care of all the necessary compliance and regulatory work, in addition to preparing and lodging tax returns, financial statements and other reports.
Optimise Your Superannuation with a Self Managed Super Fund
Super Fund Establishment
We can set up your self managed super fund for you, ensuring that it’s compliant with all legislative requirements.
Financial Statements
Our accountants will prepare and lodge all necessary financial statements, including the annual return for your SMSF.
Investment Strategy
Self managed super funds offer greater control and flexibility over your investments, which is where our expert advice can help.
A Proven Recipe for Success
Initial Consultation
Our first meeting is all about getting to know each other better. We’ll ask about your business (if you have one) and assess the structures you already have in place for your company or personal finances.
Transfer of Files
Once we’ve agreed to work together we will arrange for your financial details and associated files to be transitioned onto our system. We’ll also arrange for access to your software packages and to the ATO system.
Follow Up Meeting
This is a more in-depth discussion to define your personal and business goals, and discuss how we can help you achieve them. We’ll also drill down into more detail about any specific areas we can assist you with.
Ongoing Management
Once we have your instructions, we’ll get to work, regularly checking in with you to keep you updated as to how everything is progressing. Your feedback is an invaluable part of this relationship-building process.
Process Step Number One Title
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi laoreet tortor in tellus fermentum sagittis. Ut consequat lorem vitae orci ullamcorper, id rhoncus ipsum consequat. Sed sodales erat at dui vehicula, elementum faucibus.
Process Step Two Title is Descriptive
Consectetur adipiscing elit. Morbi laoreet tortor in tellus fermentum sagittis. Ut consequat lorem vitae orci ullamcorper, id rhoncus ipsum consequat. Sed sodales erat at dui vehicula, elementum faucibus massa sagittis bibendum diam.
Third Process Step Focus on Clients
Amet, consectetur adipiscing elit. Morbi laoreet tortor in tellus fermentum sagittis. Ut consequat lorem vitae orci ullamcorper, id rhoncus ipsum consequat. Sed sodales erat at dui vehicula. Lorem ipsum dolor sit amet, consectetur.
Tell Us What the Experience Will Be
Morbi laoreet tortor in tellus fermentum sagittis. Ut consequat lorem vitae orci ullamcorper, id rhoncus ipsum consequat. Sed sodales erat at dui vehicula, elementum faucibus massa sagittis bibendum diam. Lorem ipsum dolor sit amet.