Self Managed Super Funds

 Ultimate control of your Superannuation
No obligation Consultation

Self Managed Super Funds

Plan for your future starting today.

There is no time like the present so start to secure your financial future with a free no obligation consultation with one of our Super Experts!

To self manage your super you have to setup a trust. Trusts are complex. You need to take advise on what is best for you and your responsibilities. 

A fund is regulated by the ATO and you are totally legally responsible for the fund. Self Managed Funds can also be time consuming. You need to be aware and monitor how your investments are performing and make any alterations to maximise returns.

Setting up the Trust requirements

  • Our agents will guide you through trust structure and advise on the best solution that will fit your financial position.
  • Experts in Sole Member, Family and Corporate Trusts.
  • All the legal documentation will be prepared. 

Our SMSF Services

Whether you want to set up a Self Managed Super Fund or need help to make a SMSF Tax Return we have experts to help you through all the complexities.

Individual Trustee Setup

Individual Trustees
Includes 2 hours of agent work
Each additional hour $249

$460

Corporate Trustee Setup

Corporate Trustee Setup
Includes 3 hours of agent work
Each additional hour $249

$829

SMSF Tax Returns

Lodgement and Prep
Includes 5 hours of agent work
Each additional hour $249

$1260

Just Give Us a Call or Visit one of our Branches 

Start today! No obligation free introductory consult.