Self-Managed Superannuation: Start Your Self-Managed Super Fund​

Strategic SMSF Investment Strategies

Self-Managed Superannuation Funds are an increasingly high profile and popular sector of our client’s financial landscape.

Our clients have been benefiting from Self-Managed Superannuation Funds for decades.

McGregor & McGregor Self-Managed Superannuation expertise covers administration, employer obligations, estate planning, compliance, retirement planning and ongoing management. Together we can determine if a Self-Managed Superannuation Fund is suitable for your current or future needs. We will assist you with all aspects of Self-Managed Superannuation Fund establishment and operation for accumulation and pension funds.

Our services include:

• Establishment and administration of Self-Managed Superannuation Funds
• Contribution and investments strategies
• Borrowing strategies including property in Self-Managed Superannuation Funds
• Estate planning
• Preparation of accounts, members statements and taxation returns
• Auditing of Self-Managed Superannuation Funds
• Assistance with lump sum and pension payments
• Superannuation guarantee obligation reviews
• Ongoing portfolio management