We provide full administration services for clients who runs their self-managed Super Funds (SMSF).
We believe the main purpose of running a SMSF is for controlling of your own retirement ‘nest-egg’. Clients will be the ones making decisions and ultimately responsible as trustees/directors of corporate trustee for their SMSFs. As your trusted Accountant and adviser, we will guide and support you along the way to ensure your SMSF complies with relevant Super Laws & Regulations at all times and most importantly the SMSF is steered in the right direction towards achieving your goals & objectives.
Our principal Mrs Maggie Matthews is a SMSF Specialist Advisor TM accredited by SMSF Professional’s Association of Australia Ltd (SMSF Association) – a peak body for SMSF professionals in Australia. She is conversant with various aspects of SMSF rules and regulations and able to provide SMSF related advice legally in accordance with the guidelines contained in ASIC INFO216.
We are Accountants who do not intend to be financial planners or investment advisers, we do not provide financial product advice, insurance or other investment advice for SMSF clients. However, we work closely with trusted advisers and professionals who specialise in those areas & are licensed to provide those advice when required.