Self Managed Superannuation Fund Advice and Administration
Our director is accredited by the Institute of Chartered Accountants of Australia to use the designation CA – SMSF and Financial Planning Specialist. His expert advice will guide you to make the best use of your SMSF including whether you should have one at all.
Let us help you to design and implement an appropriate investment strategy for your circumstances and to keep accurate and timely records that comply with the SIS Legislation and the ATO’s requirements. We use the leading superannuation software – BGL SF360 to assist in the preparation of the Accounting Records and Tax Returns.
We hold an Australian Financial Services Licence which enables us to give you expert, unbiased investment advice untainted by commissions or third party “kick-backs”. We are not owned or aligned in any way with banks or other product providers that require or encourage us to recommend their products. Our fees are based on the level of service you require from us and not on the amount of money you have in your SMSF.
Continuing Professional Development Policy
Our Financial Services Guide (FSG)
Financial Services Guide Version 15