OUR SERVICES
Self Managed Superannuation Funds
Our team of specialist self-managed superannuation fund advisors bring a wealth of knowledge and experience to provide valuable advice for our clients to meet the growing complexities and on-going regulatory changes within the SMSF industry.
HOW WE CAN HELP
Self Managed Superannuation Funds
Our team of specialist self-managed superannuation fund advisors bring a wealth of knowledge and experience to provide valuable advice for our clients to meet the growing complexities and on-going regulatory changes within the SMSF industry.
We have extensive experience in the superannuation industry, working with trustees, members and employers. Our staff bring together tax and industry knowledge to deliver practical solutions that ensure you are making the most from your super.
Annual Compliance
Our services include
Working closely with our Wealth Management department we are able to offer a range of services including:
- SMSF Establishment
- Rollover from existing superannuation funds
- Investment strategy
- Assist in limited recourse borrowing arrangements
- Tax planning options surrounding concessional and non-concessional contributions
- Pension administration
- Estate Planning
- Retirement planning
OUR SELF MANAGED SUPERANNUATION FUNDS SERVICES INCLUDE
Preparation of financial statements, income tax and regulatory returns
Assisting in the audit of your SMSF
Preparation and lodgement of Activity Statements.
Why Choose Us
Local insight,strategic commercial expertise
Our advisors combine commercial knowledge with practical experience to help businesses solve challenges, improve performance and prepare for future opportunities.
Tailored Advice
Every recommendation is developed around your business goals, industry and operating environment—never a generic solution.
Global reach
Through DFK International, you benefit from internationally recognised expertise, specialist expertise and global resources while continuing to work with a responsive local team.
Experienced Advisors
Work directly with experienced professionals who understand business operations, financial management and long-term strategic planning.
Our PROCESS
A practical approach to better business outcomes
We keep it simple: understand your needs, design a tailored plan, and deliver with transparency.
Understand
We gain an in-depth understanding of your business structure, operating environment, objectives and regulatory obligations.
Assess & Plan
We identify key risk areas, develop a tailored plan and ensure our advice is aligned with your objectives.
Report & Support
We deliver clear findings, actionable insights and ongoing support to help strengthen governance, improve controls and meet future compliance obligations.
Our Commitment
We believe successful advisory relationships are built on understanding your business, not simply delivering reports. That’s why we work closely with our clients throughout the year, providing practical advice, responsive communication and tailored solutions that evolve with changing business needs.
Whether you’re looking to improve profitability, strengthen financial performance, manage risk or prepare for the future, our goal is to help your business achieve sustainable, long-term success.
OTHER SERVICES
Explore Our Other Services
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Talk to Us About Self Managed Superannuation Funds
Our experienced team is here to provide practical guidance and tailored solutions. Get in touch to arrange a consultation.
