Self-Managed Super Funds

There are comprehensive legal requirements for Self Managed Super Funds (SMSF) and that’s why you need the help of an expert.

We work with you and your financial adviser or banker to provide fully compliant SMSF documents, to ensure that your SMSF meets legal obligations but is also working to maximise the benefits to you in your retirement.
Our difference

Whether you’re looking to establish or maintain a Self Managed Super Fund (SMSF), working with our SMSF team will get the job done quickly and efficiently.

Our team ensures that your SMSF and its investments are properly structured, meets your goals, protects your future and delivers the best return on your investment to provide a comfortable retirement.

Building your retirement

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Contact our team

Our SMSF experts in Bendigo and Castlemaine are ready to help you.

Self-managed super funds
Knowledge Base

If there’s something you have questions about, it’s likely our team already have the answers and insights you need.

We’re ready to help.

Common questions

What is an SMSF?
Who can be a member of an SMSF?
What are the benefits of an SMSF?

Your self-managed super fund experts