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Self-Managed Super Funds

Self-Managed Super Funds

Self-Managed Super Funds

Providing flexibility, control and investment options not readily available in retail superannuation funds.

Our role is to manage and oversee the processes of a Self-Managed Superannuation Fund to ensure compliance with superannuation and taxation laws.

We tailor our processes to meet your specific Self-Managed Superannuation Fund needs.


  • Structuring
  • Contributions
  • Tax Planning
  • Pension Management
  • Retirement transition
  • Succession Planning


  • Financial Statements
  • Income Tax Returns
  • Compliance with all superannuation and taxation law


  • Fund Establishment
  • Investment Reporting
  • Independent Auditor Liaison