Superannuation / Self Managed Superannuation Funds

Our Aim is to provide each and every client a very personalised and comprehensive service when managing their taxation affairs. We expect every client to walk away confident they have received the best possible outcome for their taxation situation.

  • SMSF Specialist Advisor
  • Over 20 years experience
  • Member of SMSF Association
  • Establishment of SMSFs
  • Contribution strategies (amounts, types, withdrawal and recontribution)
  • Pension strategies (account based and transition to retirement)
  • Transfer of business real property into superannuation
  • Withdrawals, commutations and death benefit payments
  • Limited Recourse Borrowing Arrangements
  • Provision of an asset class investment strategy (based on an assessment of your risk profile)
  • Winding up of SMSFs

Contact us to arrange a time with Craig or Tracey to discuss your SMSF needs