02 9486 3250 fdbco@fdbco.com.au

SMSF Specialist Advisers and Administrators

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 Simple Fund 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.

Our Financial Services Guide (FSG)

Current FSG Version 13

Helpful Links on Self Managed Super Funds (SMSF)

QUOTED IN THE PRESS – 8 APRIL 2015
SETTING UP A SMSF
SUPERANNUATION AGE AND WORK TEST RESTRICTIONS