Self Managed Superannuation Funds

Self Managed Superannuation Funds (SMSF's) allow you to control of your superannuation while also obtaining tax benefits and reduced administration costs.  

We can assist in establishing your own SMSF, the administration and audit of your fund and (if required) also employ the services of a number of reputable financial planning firms who can help you with making the right investment decisions.

We also offer clients the ability to look after their own portfolio via our Portfolio Management Service. So if you think you can do a better job than the professionals, then this system will give you the tools you need to take complete control of your finances. This system does more than keep track of the investments you buy and sell, it gives you up to date market value reports and pre-empts the income you should have received from your investments. It gives you indepth reports which enable you to compare the returns you have achieved versus the major indexes and much more. If you would like to know more visit the Portfolio Management section of our website or contact our office.

Services we offer include:

• Establishment and running of your SMSF
• Assisting you in keeping track of your investments via the Portfolio Management Service
• Audit of your SMSF
• Advice concerning taxation planning and benefits

Contact one of our superannuation specialists for any queries you have in relation to a self managed superannuation.

 

Back to Our Services Index

---

Quest Chartered Accountant - Sydney, Brisbane