Self-Managed Superannuation Funds

We can help establish superfunds, including the creation of a trustee company, sourcing the superfund trust deed, tax file number and Australian business number registration and any Australian tax office registrations required such as GST.

We can take care of all the administrative requirements of your Self managed Superannuation fund including investment strategies, trust deed updates, minutes of meetings/resolutions and electronic service addresses.

We take care of all annual compliance needs of financials, tax returns and members statements. If you are interested in borrowing money in your super fund to acquire property or share investments. You can do this utilising limited recourse borrowing arrangements we can assist with the setup of custodian entities and the bear trusts needed to facilitate this.

We can provide affordable statements of advice limited to the establishment of self-managed funds and limited recourse borrowing arrangements.

We can help with the decision to enter a self-managed transition or account-based super fund pension and the implementation of self-managed transition and account-based pensions.