We made the 2022 AFR BOSS Best Places to Work list! Click here to learn more
Overview
Managing your own Self-Managed Super Fund can be a complex and time-consuming process.
As a registered tax practitioner, we have the expertise to make it easy.
Our highly experienced team have outstanding expertise in providing SMSF taxation and administrative services. We partner with accountants and work directly with trustees to provide a simple, seamless and straightforward service.
Our approach
Our aim is to deliver a timely, efficient and professional service that will enable us to build long-term relationships with you.
We work directly with your accountant or adviser, or any other professional service provider, to deliver the required administrative documentation ensuring all parties have complete peace of mind that the Self-Managed Super Fund is fully compliant.
We utilise an advanced, cloud-based software platform that allows real-time access to SMSF member account balances and other information so you will always be kept up to date and reliably informed.
What we can help you with
We deliver professional, timely and flexible SMSF administration services at all times. As a registered tax practitioner, we can assist you with the following:
Our team
Below is a list of our team members who specialise in this specific service. They are committed to investing their time in helping you to achieve your financial goals.
Latest News & Events
The downsizer super contribution soon to be available to 60-year-olds
Since 1 July 2018 many Australians aged 65 or older have taken up the Federal Government’s “downsizer contribution” offer, enabling them to contribute up to $300,000 into their superannuation from the sale of their residential home.
Downsizer super contribution due to be available to 60-year-olds
Since 1 July 2018 many Australians aged 65 or older have taken up the Federal Government’s “downsizer contribution” offer, enabling them to contribute up to $300,000 into their superannuation from the sale of their residential home.
ATO’s clarifications on SMSF property valuations
Since the 2013 financial year, Trustees of all SMSFs are responsible in ensuring that all fund assets are valued at market value when preparing the annual financial statements in compliance with Regulation 8.02B of the Superannuation Industry (Supervision
Request an appointment
Privacy and Disclaimer
Subscribe to the latest news
Subscribe now to receive news, updates and invitations to upcoming events.