Whether you’re looking to set up or maintain a Self Managed Super Fund, working with our SMSF team will get the job done quickly and efficiently.
There are comprehensive legal requirements for Self Managed Super Funds and that’s why you need an expert to assist you. We work with you and your financial advisor to provide fully compliant SMSF documents. You can rest assured knowing that your SMSF will be meeting its legal obligations and working to maximise the benefits to you in your retirement.
Working with you through establishment and management of your SMSF
Our team has the expertise to ensure that your SMSF is properly structured. We work with you, your financial advisor, and business banker to provide fully compliant SMSF documents. You can rest assured knowing that your SMSF will be meeting its legal obligations.
Our team has the expertise to ensure that your SMSF and its investments are properly structured, meet your goals, protect your future and get you the best return on your investment to provide you with a comfortable retirement.
Looking for more information?
We have prepared a number of articles about Self Managed Super Funds on our blog.
- Government Responds to Murray Inquiry and Borrowing by SMSFs
- Borrowing by SMSFs to be Prohibited
- SMSF Legal Service Update
- Superannuation: Streamlined and Standardised
- Self Managed Super Fund (SMSF) Legal Services
- Top 10 Tips and Traps for Trustees of SMSF’s
- Self Managed Superannuation Funds (SMSF)
- Self Managed Super Funds and Borrowing
Building your retirement
Retirement should be a time for you. We work closely with NAB to create a Self Managed Super Fund that works to meet your goals, protecting your future and getting you the best return on your investment.
For legal advice that protects your interests phone now for an appointment: Bendigo 03 5434 6666; Castlemaine 03 5472 1588 or Melbourne by appointment.