Superannuation is a vital building block to any life-time wealth plan. For clients who prefer and request a self-managed superannuation fund solution, we have the expertise to make sure your Self-Managed Superannuation Fund meets it’s administration and compliance requirements each year.
Additionally we have access to a range of external financial planners who can advise you in whether or not an SMSF is the right course for you. We do not receive any gratuity or commissions for referring these planners, we simply nominate the best planners to suit the client and their goals.