We provide a range of self-managed super fund advice services including:

• The establishment of the fund
• Develop investment strategy
• Strategy implementation including rollover of funds to and from the fund
• Structuring of personal insurance cover and beneficiaries
• Direct property investment
• The closure of a fund

We can provide advice regarding the acquisition of property as well as the use of borrowing arrangements and investments in a range of assets such as managed funds.

We work closely with our preferred accounting partners to provide the ongoing administration and accountancy services for your self-managed super fund.