Many of our clients choose to take control of and responsibility for their financial future by setting up a SMSF. We assist the trustees by:

  • Setting up the fund and providing full administration, tax returns, etc.
  • Helping them to understand and meet their obligations as trustees of the fund
  • Advising the trustees about compliance issues and the impact of non-compliance – including advice on the impact of legislative or regulatory changes
  • Providing annual planning meetings as well as on-call advice for trustees
  • Advising them about investment decisions, investment strategies, asset allocations, diversification, etc
  • Giving them access to investment opportunities not available to the general public
  • Providing regular consolidated investment portfolio reporting and management
  • Assisting with insurance options and obligations