Self-Managed Super Funds

Self-managed superannuation funds are a real alternative for many investors-particularly if you want more control over your superannuation assets and desire more flexibility with your investments.


We will take care of the administration and can deal with the ever-changing government regulations, leaving you free to focus on meeting your investment goals.


Our services include:

  • Preparation of annual financial statements
  • Preparation and lodgement of income tax returns
  • Organise trust deed reviews
  • Reporting of member entitlements
  • Preparation of minutes
  • Compliance and taxation advice
  • Organise external audits
  • Organise actuarial certificates


We work in conjunction with Triumph Financial Planning, licensed financial planners, to provide comprehensive superannuation advice. Together we can ensure the best outcomes for our self-managed superannuation fund clients.

Get a free consultation.

We’d love to discuss how we can assist with your accounting, reporting & taxation needs.