Self-Managed Super Funds

SMSF Advice

Do you wonder whether you are getting the best results from your superannuation? Is Self-Managed Super a mystery?

Let us and our financial planning team help. Contact our superannuation expert, Graham Martin, for an appointment to discuss your personal situation.

SMSF Setup

So you want to set up a SMSF. You have advice that it is viable and to your benefit but how do you set it up for the least cost but in a way that ensures all compliance bases are covered?

We have access to Superannuation Trust Deeds that ensure complete protection and compliance so why not ring and get a quote for your Self Managed Super Fund.

SMSF Administration

Now you have a SMSF. Is your super safe from penalties arising from non-compliance?

Need help administering the fund? We have been administering SMSFs for over 20 years and our Blue Mountains-based team is well positioned to assist you to meet your obligations.

Accredited SMSF Specialists

Graham Martin is a SMSF Specialist Adviser (SSA) with the SMSF Association, and has advised clients on SMSFs since they first appeared in the 1990’s.

Contact us using the form on this page to arrange a free initial consultation or call (02) 4751 5033.