Our Services

  • Establishing new SMSF's
  • Establishing holding/bare trusts
  • SMSF Annual accounting, including preparation of tax returns, financial statements & annual audits
  • Personal Income Tax Returns
  • Pension commencements in SMSF
  • Trust Deed amendments
  • Access for trustees to SMSF accounting data in real time
  • All fund administrative services

What we do

We provide a range of services in the SMSF space, with over 16 + years of experience in the SMSF industry we are here to make the administration process as streamlined and easy as it can be for you as trustees.

With the set-up of the SMSF being done efficiently, & now with the correct structure in place leaving you to make the important decisions like where to invest your Superannuation.

With access to our many years of expertise we are here to assist and guide you whether it be with:

  • Borrowing or gearing a real property investment in a SMSF
  • Commencing an income stream and transitioning to Pension from Accumulation phase
  • Investing in Cash, Shares, Managed funds you have complete flexibility of investment choice
  • Whilst complying with all administrative requirements

Why Us?

We provide a high level of technical expertise combined with a high level of client care and:

  • Market leading technologies
  • Fixed fee and transparent fee structure
  • Real time financial information
  • Property expertise
  • Simple processes