Services > SMSF

We can assist you if you are accumulating super, or have already retired.

We have extensive experience with self managed super funds (SMSFs) and can also assist if you are a member of an industry super fund.

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Our services include advising on:

  • Assistance with initial set up of SMSFs

  • Preparation of financial statements

  • Contributions & roll-overs

  • Lump sums & pensions


Want to find out more about how we can help with self managed super funds?

We offer a free first meeting to prospective clients, so you can make sure we’re the right people.