Superannuation is one of the most complex and technical areas of the law with regular changes making it increasingly challenging to keep up to date.

Our super team have the expertise and experience to guide you in this area.

Our focus is not just compliance, but also assisting you to meet your retirement goals in
a tax effective way, including tax and financial advice on succession and estate planning, payment and pension structures.

We can assist with all ongoing compliance needs of your SMSF, from preparation of financial statements and annual return, to the management of the audit.

Our services include:

  • Planning for retirement

  • Establishment & maintenance of Self Managed Superannuation Funds

  • Statutory compliance

  • Financial reports and taxation returns

  • Preparation & implementation of investment objectives

  • SMSF strategy advice

  • Superannuation investment structuring

  • Fund administration

  • Assist with Super Fund rollovers

  • SIS Compliant borrowing strategies

  • Audit