Superannuation is an important retirement asset for all Australians. How you look after your Self Managed Superannuation Fund (SMSF) is a big responsibility.
When using a SMSF to accumulate assets to provide for your retirement you are required to follow relevant SMSF laws. We can help you keep the appropriate records, prepare statutory documents and arrange an independent audit for your SMSF.
Whether you are considering establishing a SMSF, seeking investment advice, insurance advice or advice relating to assets held in your SMSF these services can be provided in conjunction with our preferred financial planner, Foundation Wealth Planners.