Self-Managed Superannuation

You want professional advice? That’s why we act for you

When we work with you on your self-managed superannuation fund, we do so without encumbrance with investment funds or investment managers. Our accountants and advisers offer the best advice available in the marketplace.

When it comes to superannuation, there is more than one way to reach your goals. Whether you have a particular direction in mind or not, we can help you develop a superannuation investment strategy that complies with government, taxation and legal regulations while matching your wants and needs.

If you’re on the wrong track, we’ll stop you

The superannuation industry is littered with poorly performing managed and self-managed funds and dissatisfied clients. Most of these failures are due to a lack of diligence, insight and accountability of managers and insufficient scrutiny by fund members.

Our advice ensures our clients can understand fully the nature of their investments and the inherent risks and can be proactive in managing their fund.

Headaches dissolved

Once a client has decided on the path of self-management, they don’t want to be bogged down with regulatory compliance and administration requirements. That’s why they come to us.

We draw on our extensive experience to navigate you through the self-managed superannuation maze without the headaches for you.

A large part of our service consists of doing the job for you. We know how to deal with the paperwork and statutory requirements so, as much as possible, you can leave it all to us.

It’s either growing or it’s dead

It’s quite simple really. Is your super fund performing as it should be, or could be, or not? The aim of our self-managed superannuation division is not only to efficiently structure and administer a super fund, but to help you position your fund to deliver real gains.

Self managed super? Sounds like hard work – not with us.