Services:

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We provide SMSF Management and SMSF Administration services mainly in the Brisbane area - however we can help with SMSF no matter where you are located. 

Here is a complete list of our services that we offer

• Establishment of New SMSF’s

• Takeover of Existing SMSF’s

• Everyday SMSF Trusteeline

• Monthly SMSF Administration with Everyday Banking service

• Annual SMSF Administration

• Pension Administration

• Benefit Administration

• Trustee & Member Administration

• Facilitate Actuarial Certification – outsourced as professionally required to respected actuarial firms.

• Facilitate Annual SMSF Audit – outsourced as professionally required to respected audit firms.

• Facilitate Trust Deed Administration – outsourced as professionally required to respected legal firms.

• SMSF Closure & Windup​