Self managed superannuation

Take control of your Super with your own Self Managed Superannuation Fund

SMSF Advisors Network

Would you like greater flexibility and control over your retirement savings and how they’re invested? If so then consider setting up your own Self Managed Superannuation Fund (SMSF). You manage your own super fund and decide how to invest. With your own self managed super fund you have a wider choice of investments than in an Industry or Retail Superannuation Fund (For example direct investment into Commercial Property). The flexible nature of your own Self Managed Superannuation Fund allows you to benefit from the significant tax advantages that superannuation provides.

We pride ourselves on outstanding SMSF client service. You have direct access to a CA SMSF Specialist who is licensed by the SMSF Advisers Network Pty Ltd (AFSL 430062) to provide SMSF product advice. The CA SMSF Specialist is equivalent to a Masters level program and is undertaken at the University of New South Wales and set at a sufficiently high standard to ensure Chartered Accountants are able to demonstrate their specialist SMSF knowledge at the highest level

We provide a comprehensive self managed super fund accounting and administration service. We take care of the SMSF setup if you’re looking to establish a self managed super fund and we handle the SMSF paperwork – Financial Plan, Investment Strategy, Administration, Investment tracking and Reviews, SMSF Accounting, Annual Report preparation, Tax Returns, Member Contribution Statements, Pension calculations and we arrange the  Annual Audit, letting you manage the decisions.

Self Managed Superannuation Fund services offered by us include:

  • Advice and establishment of ATO regulated Self Managed Superannuation Funds
  • Preparation of a Financial Plan for your SMSF
  • Preparation of an Investment Strategy
  • Contribution advice and strategies
  • SMSF Administration using our industry leading SMSF software that has automated feeds from banks, brokers and fund managers.  
  • Asset acquisition strategies
  • SMSF Income Tax preparation
  • Financial report preparation
  • Investment tracking
  • Pension strategies and administration
  • Advice with Estate Planning
  • Advice on member life insurance