Self-Managed Superannuation
Fund and Superannuation

Superannuation is the best vehicle for savings and wealth creation.

Being an authorised representative with the SMSF Advisors Network Pty Ltd we will be able to advise you on all superannuation matters setting up and winding up of a self-managed superannuation fund.

We provide the full range of services for SMSF from the processing of transactions to wealth accumulation advice and retirement advice.

Services include

  • Preparation of financial statements for SMSF
  • Preparation of Taxation Returns for SMSF
  • Meeting Trustee duties

We also provide strategic advice with super contributions, martial contributions and splitting, Pension planning and estate planning issues.

Self-Managed Superannuation and Property

If you are interested investing in property utilising a SMSF, please talk to us. We develop our own unique method which is now recommended by ASIC and the major banks. We have been doing this since 2008 when borrowing to buy a property through a super fund was first legislated.

For a proven track record in property investment which could reduce the term of a standard 30 year loan to between 21 year and 9 years.

If you wish to own a rental or commercial property before you pay off your own home, please contact us to discuss a tailored approach for you.

We will be able to help with the following:
  • Fact Find with you to see if this is suitable for you
  • Preparation of a Statement of Advice
  • Set Up of the SMSF
  • Financiers for the SMSF

Ready to get started?

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