SMSF is a fast growing area even though it is heavily regulated. It requires that the trustee constantly monitors the SMSF to ensure it complies with the law.


Extensive Knowledge and Experience

We have extensive knowledge and experience with SMSF and can provide guidance and assistance to the Trustee to comply with the SMSF regulations. We also have associations with financial planners that in conjunction with the trustees and our team can provide specific planning advice to further grow your wealth.

Together we can assist you with:

Contribution strategies

Tax deductibility


Investment strategies

Reversionary pensions / binding death nominations