Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Relevant Articles...

Get your Finances Fully Charged!
The financial year is almost over. Which, of course, means that the new financial year is about to start. This makes right now a great time to develop some better financial habits, so that your finances are fully charged come June 30 next year.

Some Cash from the Commonwealth!
As the clock ticks down to the end of the financial year, there are two small superannuation strategies we wanted to remind you about. Neither will make you a millionaire, but good financial management is often a combination of many small, smart moves.

Catch Up!
In our last article in May, we emphasized the need to get your super contributions in order before June 30. We discussed the ‘carry forward’ rules for non-concessional contributions. The feedback was excellent, so this week we want to talk about the ‘catch-up’ rules for concessional contributions.

June 30 is Just Around the Corner
Now that the election is (finally) behind us, it is time to remember that the end of the financial year is just around the corner. June 30 is a bit less than five weeks away. So, now is the time to make sure your super contributions are up to date.