Many clients are now setting up their own self managed superannuation funds so that they can maintain control over their investments and to avoid the high fees of the large retail funds.
We can help you with the:

  • Set up of the fund and compliance with initial registration requirements.
  • General advice on investment strategy (see note below).
  • Preparation and audit of financial statements and annual return in accordance with Superannuation Industries Supervision Act.
  • Advice and assistance concerning compliance with operating standards.

We do not hold an Australian Financial Services License and we are therefore unable to offer advice on any specific investments.

Telephone (08) 9388 0468

Fascimile (08) 9381 5590