Self-Managed Super

Self-managed super is one of the largest growth areas in the superannuation industry. Since the Global Financial Crisis (GFC), many Australians have chosen to manage their own super through a Self-Managed Super Fund (SMSF) for one or a few reasons:

  • Members want control over their funds so they can choose the investments
  • Investors are very conscious of fees imposed by large fund managers
  • Taxpayers also want to take advantage of tax strategies a SMSF can provide

Once you set-up a SMSF, you’re in charge. You make the investment decisions and you’re responsible for complying with the relevant superannuation and tax laws. Choosing self-managed super is a major financial decision and you need to have the required skills and expertise on hand to ensure you’re complying with the relevant provisions, regulations and standards. We can assist you with the ongoing compliance and provide updates on any new regulatory changes.

Our self-managed super services include:

  • Special-purpose Financial Statements prepared according to Accounting Standards
  • Advice relating to trustee obligations and member compliance
  • Acting on your behalf during the Annual Independent Audit process
  • Transition-to-retirement and members pensions
  • Tax compliance and ongoing administrative support