Self-Managed Super Funds

We offer a range of services in the self-managed superannuation field, including:

  • Establishment of Self Managed Superannuation Funds.
  • Help with the administration and running of SMSF.
  • Preparation & Lodgement of all statutory compliance obligations for SMSF’s.
  • Use of limited recourse borrowing arrangements to purchase property using SMSF’s.
  • Statements of advice to establish self-managed superannuation and limited recourse borrowing arrangements.
  • Advice on Transition and account-based pensions.

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.

Training for Your Inhouse Accountants & Bookkeepers

We offer training for your team members and can provide recommendations and implementation of accounting software for your business, including MYOB (MYOB Live, MYOB Essentials and MYOB Accounts Right), Xero and cash flow manager, Single Touch Payroll Compliance.

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Contact Us

We are based in Highett, 16km from Melbourne CBD

Phone: (03) 9553 3800

Office Location

328 Highett Road Highett VIC 3190

Mailing Address

PO Box 94 Highett VIC 3190

Office Hours

Monday – Friday: 9am to 5pm

After Hours

We are available for after-hours appointments and house/premises calls on request (Available for Melbourne South-East and Bayside Suburbs).

Have a Question or Need to Make an Appointment? Get in Touch:

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