Self-Managed Superannuation (SMSF)

After some recent changes in legislation regarding superannuation and the instability in the markets, more and more individuals are electing to self-manage their superannuation funds.
This means that instead of your super going into a known managed fund, you access the money yourself, and manage your own long-term investments to maximise the return.
If you choose this option, there are significant legislative requirements for the administration of your SMSF, including:

  • Preparation of annual Financial Statements
  • Preparation and Lodgement of a Regulatory Return
  • Audit of the fund.

We can take care of these details for you, to ensure you’re complying with legislation. Contact us for a consultation and a fixed price Engagement Agreement.


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