Superannuation & SMSF

Our superannuation fund specialists have many years of experience and are able to offer guidance on how to utilise your superannuation in order to maximise wealth and financially retire.

We provide comprehensive services including:

Evaluation of existing Superannuation procedures and policies

Rollovers/ Set up and Administration of your own Fund

Preparation of Annual Financial Statements and Income Tax Returns

Binding Death Benefit Nominations

SMSF Trust Deed reviews

Estate & Succession Planning

Fund Insurance Policies

Allocated and Complying Pensions

Equity transfer through wills, sale or gift

Retirement Planning

Generational transfer

Limited Recourse Borrowing Arrangements

Property Acquisitions with Self Managed Superannuation




Tax Returns

Preparation and lodgement of Individual, Partnership, Trust, Company and SMSF Income tax returns

Virtual CFO

A Virtual CFO works with your business on a part-time basis and provides budgeting, management reporting, high-level strategic advice and corporate advisory services .


We can assist with all your Goods and Services Tax (GST) and Pay As You Go (PAYG) reporting requirements. We will prepare and lodge your Business Activity Statements (BAS) and Instalment Activity Statements (IAS) electronically with the Australian Taxation Office (ATO)

Get in touch with us

Caroline Springs, VIC 3023
Niddrie VIC 3042

About us

Stay in Touch

0405 679 479/ 1300 819 844