SMSF annual compliance
Self-managed super funds require detailed financial reporting every year that is audited in order to maintain compliance with APRA. Our Super team have decades of experience in SMSF and can not only provide accurate and timely reporting, but provide detailed dashboards and reporting on investments to keep you well informed of the results of the fund.
Linked closely with superannuation but mostly overlooked, estate planning is critical to ensure that your nest egg is adequately secured in the event of your passing. Our team review your structures and can help you liaise with our network of family solicitors to ensure that your family is well protected long into the future.
The main reason that people take up SMSF is to be able to better control their investments. However we have seen that without the right investment advice and structuring, the results aren’t as great as they could be. As we have an AFSL and advisers with the necessary RG146 qualifications, we can provide timely advice, but combined with our select network of financial advisors, are able to secure the best investment structure to suit your needs.