SMSFs are increasingly popular for Australians seeking control over their retirement savings. As the manager of your own super fund, you gain flexibility and decision-making power. However, managing a SMSF can be complex and time-consuming. , providing expert guidance to navigate SMSF investments and insurance options.

We offer ongoing advisory services to keep you informed about industry developments and regulatory changes.Our team stays up-to-date with superannuation and tax laws, guiding you on how these changes may impact your SMSF investments and strategies. Technology and innovation are at the heart of our SMSF services. Our cutting-edge software and digital tools streamline SMSF investment processes, allowing you to access and manage your accounts online. Real-time data, performance tracking, and a wide range of investment tools are at your fingertips. To ensure seamless administration and legal aspects of your SMSF, we maintain associations with top-quality accounting groups and legal firms. They handle tasks such as record keeping, financial reporting, tax compliance monitoring, and legal advice. Our aim is to save you time and reduce administrative burdens through our trusted business partners.

• Specifically for SMSF and superannuation related advice
• Allows you to advise your clients about setting up SMSFs, rollovers, contribution strategies, pensions, LRBAs and class of asset investment strategies
• No expectation to sell products
• No sales targets
• Flat fee structure –
• No licensee retentions
• Everything you need and nothing you don’t