Whether you’re looking to set up or maintain a Self Managed Super Fund (SMSF), 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 we set up and structure your fund 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.
Phone now to talk to one of our Self Managed Super Fund experts: Bendigo 5434 6666 or Castlemaine 5472 1588.
SMSF Legal Services Update
SMSF’s are a growing area. Sarah Gee presented an update in collaboration with the Bendigo based NAB business Banking Team explaining some of the benefits to including an SMSF in your business planning.
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.