Secure Your Future

Our Services

Comprehensive support for your self-managed super fund setup and management.

Fund Setup

Expert guidance in establishing your self-managed super fund with tailored advice.

Real Estate Acquisition

Assistance in acquiring real estate assets for your SMSF through our buyer's agent program.

Self Managed Super Funds

What is an SMSF?

An SMSF is a private superannuation fund managed by its members.

Why do I need a SOA?

A Statement of Advice is legally required before establishing an SMSF for better guidance on structure and compliance.

How do I acquire real estate?

We assist in real estate purchases through our buyer's agent program, ensuring it meets SMSF regulations and strategies.

What is the setup process?

The process involves advisory, structuring, and compliance checks.

Who prepares the audit?

Our experienced auditors will prepare and conduct your SMSF audit.

Can I manage the investments myself?

Yes, as an SMSF trustee, you can manage your investments according to established guidelines and your financial plan.

Contact Us for SMSF Assistance

Get in touch for expert SMSF setup and advice.