Self Managed Superannuation
(SMSF)
We enjoy helping clients in the Cheltenham and Bayside Melbourne navigate their complex superannuation accounting, tax and compliance needs.
We have clients with large complex investments right through to simple investment portfolios. We are happy to work alongside your financial planner or to work beside you with your own personal strategy.
We have experience with SMSF and Limited recourse borrowing, allowing you to purchase investments with borrowing in your superannuation, and ensuring your structure is compliant with the complex superannuation legislation.
Many of our clients are business owners who have a Self-Managed Superannuation Fund as part of their business and retirement plans.
Thinking of super as part of the full picture allows you to grow to your full potential.
Having nearly 30 years experience in SMSF Audit, we are also well positioned to ensure that your SMSF will remain compliant with the legislation and continue to complete your strategy.
We continue to audit SMSF today assisting trustees to meet their obligations under the law.
