Our Superannuation area via our method of initial analysis of the merits to each line of enquiry and subsequent delegation by Client Referral to appropriate and suitable holders of Australian Financial Services Licence (AFSL) and Self Managed Superannuation Fund (SMSF) ASIC RG 146 Compliant Advisors can provide qualified can provide assistance in the legal preparation and financial and taxation obligations of operating a superannuation fund adequately linked to the business entity and/or its employees, directors and chief personnel. Superannuation services include:

• Establishment of a Self Managed Superannuation Fund (SMSF).
• Access to financial planning techniques suitable for the Fund’s members.
• Assistance in making prudent investment decisions for the benefit of the Fund’s members, including creation of an investment portfolio providing regular monitoring and analysis.
• Audit and other statutory requirements relevant to the Superannuation Fund.
• Taxation implications of investments, financial planning and benefits to the Fund’s members.