Self Managed Super Funds

A Self Managed Super Fund or “SMSF” is a vehicle through which clients gain greater control over their superannuation and ultimately, their retirement income streams.

For over 20 years our Accountants and Financial Planners have been advising on and administering SMSF’s for our clients, both in Dubbo and across New South Wales. We can help you set up your SMSF up and prepare Annual Financial Statements and Tax Returns to meet all compliance regulations on an ongoing basis.

With the minimisation of tax being a major element of any SMSF strategy, our Accountants will work with you to use ensure this is being achieved. As part of this strategy, SMSF Pensions are often used leading up to and well into retirement and are somewhat of a specialty for our Advisors.

Our Accountants and Financial Planners work together to ensure all your investments, superannuation and asset protection needs are all considered as a whole to ensure the best outcome for you and your family.

We also review existing SMSF’s to ensure it is indeed appropriate for you to maintain an SMSF.