Why Use Us?

Are you looking to establish a Self Managed Superannuation Fund (SMSF), arrange a loan for your SMSF or obtain taxation advice?

Please read on to find out how we can help you set up and manage your SMSF!

Get the best advice!

Self Managed Super Funds (SMSF) are heavily regulated and there are many rules and guidelines that you must follow.

Getting the right advice will ensure that the structure of your SMSF complies with the rules and meets all legislative requirements.

Want to maximise the borrowing power of your SMSF for residential or commercial investment property? Enquire online today to get expert advice and a competitive loan package.

We know the lending guidelines of all the major banks and can help you use your SMSF as an investment vehicle.

Our services

We have made things simple for you by packaging the services of specialists in:

  • Property finance: we can help you determine the best way to finance the property you wish to buy.
  • Financial planning: we know how you can use your SMSF to make money! Find out how we can help you transfer investments into your new super fund.
  • Superannuation fund administration: let us help you establish your SMSF and work out which SMSF structure is right for you.

How we can help

When setting up a SMSF or borrowing money for your SMSF, you will be required to fill out and supply a plethora of complex documentation.

Most individuals get confused by all the terminology and jargon used in the financial and taxation industry.

In addition to this, the ongoing administration of your fund can be quite demanding! However, our expert team can make your fund easier to manage. We know what needs to be done to ensure that your SMSF structure works for you and complies with all necessary regulation.

Let us help you increase your investment portfolio that will help secure the funds you need at retirement.

Call us today or enquire online to speak to our specialist SMSF taxation, administration and finance team.