Our Services

Managing your own superannuation fund takes time, interest and skill.

In a self-managed super fund, you are the trustee/s (max. 4 members) and are legally responsible.  You must use the money in the fund only for the purpose of providing for your retirement.   There are certain restrictions under the superannuation law on investment options. Our role includes providing advice regarding the appropriateness of these options and also assisting you in the administration of the fund. 

You need professional accounting, tax, audit and legal advice to run things properly. 

Contributions are made to the fund and the trustees invest these funds by utilising a number of different investment options available to build up wealth for retirement.