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.
Trust deed establishment, annual returns, financial statements, member statements and annual audit; from $1,200 per annum.
Click here to view our Self-managed superannuation brochure.
Tailored investment advice, comprehensive portfolio reporting and regular reviews; from $250 per hour.
Click here to access our Wealth Management resources