We are one of the leading Self Managed Superannuation Fund practices in South East Melbourne and the Mornington Peninsula. With four experienced staff members having specialist qualifications in Self Managed Superannuation there is always a highly qualified member of our team available to provide expert advice.

 

Our Self Managed Superannuation Services include:

  • Establishment of Self-Managed Superannuation Funds
  • Management of Self-Managed Superannuation Funds
  • Accounting and taxation requirements applying to the management of superannuation funds
  • Review and updating trust deeds
  • Audit of funds
  • Transition to retirement advice
  • Full access to share purchasing via financial planning division
  • Full access to all investments research

 

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