Auditing Super Funds

Self-managed super Funds (or SMSF) are legally obliged to have their fund audited to ensure compliance with Australian super legislation. We are independent SMSF auditors who can verify the SMSF’s assets, liabilities and transactions. We have a qualified and specialised team to audit your super fund and guarantee it is compliant with the latest regulations.

Fund Management

Let us take charge of the daily operations of your investment fund and only enjoy the profits. We operate a range of investment funds on your behalf, our client/investor. No matter what type of investment you are considering – mortgage trust, diversified income fund or property trusts – we are here to help you earn a competitive monthly income.

Self-managed Super Funds

We want to build a successful portfolio tailored specially for you and your life goals. We assist you in developing and managing your Self-Managed Super Funds (or simply SMSF). SMSF are highly successful and give an excellent return but navigating the ins and outs of its rigorous regulations can be challenging. We understand the complexities of managing your own fund. Don't want to make a mistake and get caught up exposed to ATO's harsh penalties? Leave the management of your SMSF and of your future wealth to us. 

Pension Advice

Many of us only think about our pension really close to our retirement. Plan ahead if you want to guarantee a lavish lifestyle at an old age. We offer financial advice for your pension that is outcome-focused and elaborated by expert professionals. Our best outcome is a successful retirement for you.