Self Managed Super

Take control of your retirement strategy with tailored advice to help you set up, manage and maximise your self-managed super.

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Self-managed super funds (SMSFs) can be simple to manage with the right support. For nearly 25 years, we’ve helped clients take greater control of their retirement savings through tailored, practical advice. If you like to be more hands-on with your financial future, an SMSF could be the right vehicle and it’s far less daunting than you might think.

Self managed super

How do we help?

Set up your fund

We guide you through establishing your SMSF, from structure and compliance to investment strategy and governance.

Control your investments

We help you manage your fund’s assets and align your investment approach with the life you’re building.

Reduce fees & maximise efficiency

We look for cost-effective solutions and practical strategies so your SMSF works smarter for you.

Ongoing support & compliance

With nearly 25 years’ experience, our team ensures your SMSF meets obligations and evolves with your goals.

90-minute strategy call

A dedicated call to discuss terrain, costs & incentives.

90-minute strategy call

A dedicated call to discuss terrain, costs & incentives.

90-minute strategy call

A dedicated call to discuss terrain, costs & incentives.

90-minute strategy call

A dedicated call to discuss terrain, costs & incentives.

Let’s start the conversation

Ready to plan with confidence?

Whether you’re planning for retirement, growing your wealth or just getting started, our advisers are here to help. Reach out today and take the first step toward lasting financial clarity and confidence.

5.0

Jon and his team continue to provide timely, quality advice which translates in growth of our retirement accounts. Happily recommend their services.

— Wendy Andrews

Google Review