Self-Managed Superannuation Funds

We provide a fully administered service of self-managed superannuation funds in a seamless and highly streamlined process, including:

  • Preparation of financial statements;
  • Preparation and lodgement of income tax returns;
  • Liaising with an independent auditor to prepare the annual audit report;
  • Conversion from accumulation to pension phase.

We are an authorised representative of Politis and are able to provide finacial planning advice through Bill Sexton Financial Services Pty Ltd.

For more information regarding self-managed superannuation funds and investment advice, please contact us.