Superannuation

Self Managed Superannuation (SMS) is Australia’s fastest growing super stream. Its popularity is based on the control and flexibility that it offers to savvy investors who want to maximise their returns with a customised super strategy that fits their lifestyle needs and objectives.

Our specialist Self Managed Super Team can expertly and efficiently administer your SMS fund to ensure that you meet your annual compliance requirements, including adhering to your all important investment strategy.

Basic SMS Administration
Trust deed establishment, annual returns, financial statements, member statements and annual audit; from $1,200 per annum.

SMS Investment Strategy
Tailored investment advice, comprehensive portfolio reporting and regular reviews; from $250 per hour.

SMS Pro
The Rolls Royce of SMS solutions. A complete SMS service that includes: customised strategy development and implementation; comprehensive portfolio reporting; fund administration and compliance; low cost share broking; and online access to your portfolio; from $3,300 per annum. Click here for more information.