SMSF Management

Services We Provide

Take control of superannuation investments to plan for your retirement

Creation

Formation services to create a SMSF, arrange associated property (bare) trusts documents and facilitate software powered by CLASS to manage the fund effectively.

Administration

SIS Act compliance, bookkeeping, provision of financial statements, member statements and al secretarial requirements. Preparation and lodgement of annual SMSF returns. Actuarial certificates.

Audit

Coordination of an approved SMSF audit through SMSF Engine. Fast turnaround. Professional partnerships.