An increasing number of people are keen to control their super fund investments within a self managed super environment. If you have an interest in managing your own retirement nest egg, we can provide support by helping you to set up your fund, prepare annual financial statements and tax returns and organise all compulsory audits.

How we can help:

  • prepare disclosure documents
  • provide administrative support for funds
  • work with trustees to formulate business
    plans and risk management policies
  • develop detailed compliance programs
  • review trustee performance
  • evaluate member benefits and asset safeguards
  • test trustee decision making processes
    and controls