Self-Managed Superannuation Funds

We're able to help you complete the compliance requirements for your Superannuation Fund, ensuring that your fund meets its legal obligations for taxation and superannuation regulatory purposes.

We can also provide you with the expert information you need to ensure that your decision making with respect to your fund takes into account the most tax effective options available. This includes providing you with the information you need in relation to taxation limits for the amounts that you can contribute to superannuation, and what tax savings you will obtain.

We can help you determine the amount of pension that you are required to draw from the fund and what the tax implications of doing so are.

If you don't have a SMSF, we can also assist you in understanding and determining the tax consequences of running one.

Please note that as of 1 July 2016, accountants wishing to advise on the suitability of SMSFs need to be licensed under an Australian Financial Services Licence to provide that advice. Our services with respect to SMSFs extend only to taxation, administration and compliance. If you require investment or personal financial advice you should consult an appropriately licensed or authorised financial adviser.