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.
  • 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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I want to set up my SMSF

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.

I need help managing my SMSF

While most of our clients make their own investment decisions, we ensure that you are managing your fund in accordance with the law, that your money is in the most efficient structure and your investments are performed in the most tax effective manner.

I want to learn more about SMSF investment strategies

For example, you may have invested all your super into a property, but after a year you have some money from new contributions and rent received, and want advice as to where best to invest that money.