🏦 Services
Self-managed super funds
SMSF set-up once you have decided to have a fund, then the yearly accounts, member statements, annual return and independent audit.
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What we do
4 services, one account manager
SMSF set-up
The deed, corporate trustee, registrations and bank account, once you and your adviser have decided an SMSF suits you.
What's included ›SMSF accounts and annual return
Yearly financial statements, member statements and the SMSF annual return, with the independent audit arranged.
What's included ›Independent audit arranged
We arrange the yearly audit with an independent approved SMSF auditor and answer their questions.
Ask about this ›Bare trust for SMSF borrowing
The bare (holding) trust and custodian company needed when an SMSF borrows to buy property.
Ask about this ›Talk to us about super funds
Confidential · No obligation · Registered tax agent 26173619