Self Managed Super Fund

Port Phillip Group is one of the leading Self Managed Superannuation Fund practices in South EastMelbourne and the Mornington Peninsula.

With six 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 update Trust Deeds
  • Audit of Funds
  • Transition to Retirement Advice
  • Full access to Share Purchasing via Financial Planning Division
  • In-house Share Trading
  • Full access to all Investments Research
Contact us
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