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Superannuation

Self-Managed Superannuation Funds (SMSF) is a fast growing sector which offers effective long term wealth accumulation in a protected environment. We offer accounting and income tax advice on SMSF and on funds managed by other institutions.

We also undertake a full financial and compliance audit which is updated annually for changes to the legislation.


  • We can advise and assist you in matters such as: Establishing a self-managed superannuation fund
  • Determining the optimum level of annual contributions to suit your needs
  • Projecting future retirement benefits
  • Advising on proposed strategies or actions and whether they are permitted under Superannuation and Taxation law
  • Advising on income strategies for your retirement
  • Preparation of required documents for pensions and related matters
  • Advice to rectify breaches of the superannuation law through improper actions, thus minimising the penalties that may be applied
  • Advice regarding linking Superannuation and Estate Planning issues
  • Preparing superannuation valuations, for example in cases of marriage breakdown
  • General specialist superannuation advice