Establishing and maintaining a self managed superannuation fund (SMSF) requires a comprehensive understanding of complex and forever changing legislation and taxation requirements. Consequently, fulfilling the day to day administrative and compliance duties associated with self managed super is both complicated and time consuming.

Due to the highly flexible nature of Self Managed Superannuation funds and the ability to invest in a wide variety of assets, as well as estate planning benefits, nearly 80% of our clients have opted to take this path for the management of their superannuation assets.

For clients that are part of our ongoing portfolio review and strategy service, we provide strategic advice on SMSFs including:

• Fund establishment
• investment strategy
• pension options and establishment
• trust deeds upgrades
• Change in trustees
• Adding new members
• assistance with fund administration
• establishing binding death benefit nominations
• Training & seminars
• Estate Planning
• Borrowing arrangements
• obtaining actuarial certificates
• Updates of relevant superannuation and tax law changes