First, we meet with you to understand your current financial situation and what your ideal retirement lifestyle looks like, and what you need to do to make it happen. This leads to the preparation of our advice, in the form of a Statement of Advice.

Following the preparation of the advice we meet again to go through our recommendations and, providing you are happy to proceed, we take care of the rest.

Our advisers are all highly qualified and experienced tax accountants at the forefront of their profession. We can assist with all your SMSF, accounting, and taxation matters.

We can assist with all your SMSF, accounting, and taxation matters.

How we setup a SMSF:

  • Obtain a trust deed.
  • Appoint trustees.
  • Arrange all documentation.
  • Roll over super.
  • Register with the ATO.
  • Set up a bank account.
  • Formulate an investment strategy.

Once you set up your SMSF, you’ll need to make investment decisions to
establish your portfolio so you can begin investing.

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OTHER SERVICES YOU MAY BE INTERESTED IN…

SMSF MANAGEMENT

As a SMSF trustee, you are legally required to manage your fund. As SMSF experts, we guide you through the compliance and management of your SMSF to ensure you are doing it correctly.

SMSF INVESTMENT

As SMSF trutees, you and the other members should regualy reevaluate the circumstances of your fund to decide whether a SMSF is still the right option to save for your retirement.