Specialist SMSF Structuring
We provide specialist self-managed super fund structuring and ongoing administration, built around your investment strategy and retirement goals. From corporate trustee structuring to pension phase planning, we ensure your wealth is managed with precision and long-term integrity.
SMSF Specializations
We provide specialist advice for Melbourne business owners and investors looking to structure and grow their wealth through the superannuation system.
01
Establishment & Structuring
Expert guidance on selecting the optimal entity structure for your business, including corporate trustee arrangements and trust formation.
04
Contribution Strategy
Strategic planning for super contributions and capital gains tax (CGT) timing, designed to maximize your retirement income and fund growth.
02
LRBA & Investment Strategy
Specialist property in super advice and investment strategy documentation, ensuring your portfolio aligns with your long-term retirement goals.
05
Division 296 Planning
Expert advice on managing the $3 million super threshold, including strategic timing and structuring to ensure a smooth transition to retirement.
03
Compliance & Audit
Coordination of accounting and audit processes to ensure full compliance with ATO regulations and ongoing super fund reporting requirements.
06
Retirement Planning
Comprehensive planning for the pension phase, including income strategies and retirement income planning to ensure your legacy is protected.