SMSF
SMSF tax advice and strategy is a highly specialised and unique area.
We Know SMSF
Your ordinary accountant may dabble in SMSF but they are not specialists. Your advice and outcomes will be ordinary.
knowledge and experience
We are dedicated to achieving the best results for your SMSF.
Our team have attained the highest industry qualifications and memberships.
Consulting
We can help you structure your SMSF and investments to enable asset protection and minimise tax. We also offer consulting on estate planning and inter-generational legacy.
compliance
Your SMSF can only achieve tax and strategic benefits when you stick to the rules.
Do not risk it.
property
Use your Superannuation to purchase property?
Residential, Commercial and Rural.
Borrow to invest.
Strategies
We deliver innovative and clever SMSF tax and structural advice.
We can show you how to make SMSF work.
PROTECTION
Your Superannuation will be one of your most important assets. Ensure it is properly protected. We can assist with estate planning and legacy ideas.
smsf
An SMSF is a special type of Super Fund where the members control the Fund - not a bank or financial institution.
Members control the investment of their Super.
SMSF members are active and engaged in the operation of their Super and the investment decisions.
An SMSF may have up to 6 members - this can enable significant cost savings overall.
facts
Significance of SMSFs in Australia
Recently reported figures show that there are 581,736 SMSFs in Australia
There are 1,098,799 members of an SMSF
33,022 new SMSFs were setup in the last quarter
Average assets value per SMSF is $1,111,732
30.9% of SMSF members fall within the 35-44 years age bracket
Source: Australian Taxation Office, SMSF Statistics