Self-Managed Superannuation

We can help ‘professionally’ manage your Self-Managed Super Fund.

More and more people are realising the advantages and flexibility that comes with managing their own superannuation. Our specialists will help you plan for a comfortable retirement. We work closely with trustees to identify strategic opportunities to grow your nest egg so you can worry less and enjoy life more.

Self-Managed Superannuation Perth

Self-Managed Superannuation

An SMSF gives members of the fund control over specific investment choices involving their superannuation. They can tailor their own investment strategies and select specific assets such as listed securities, managed investments, cash and term deposits, international equities, instalment warrants, commercial and residential property, collectables and other exotic assets.

More Details

Listed below are some of the many taxation, administration and financial services we offer. This list is by no means exhaustive, and our team are more than happy to talk about any services not listed here that you might require.

  • SMSF Establishment
  • Administration and compliance
  • Pension establishment
  • SMSF Deed updates
  • Borrowing strategies
  • Business Real Property transfer advice
  • Estate planning strategies
  • Contributions advice
  • Events and educational content

Advisors

We do not provide specific product advice, rather strategic advice under our limited licence. We have a trusted network of other legal, financial and specialist advisers to ensure you receive the right advice to achieve your objectives.

More Details
Troy Tatam CPA, SSA, DFP

Authorised Representative No 1236382

Troy specialises in providing Accounting, Taxation and Financial Advice services for clients with Self-Managed Superannuation Funds. Troy is a Certified Practicing Accountant and has a Diploma in Financial Planning. He is also recognised as an SMSF Specialist Advisor by the SMSF Association of Australia.

Paul Tierney CPA, DFP

Authorised Representative No 1248370

Paul is a Certified Practicing Accountant and has worked in public practice for the past twenty years. He has a broad range of experience in taxation, accounting, business advisory and other specialised services to assist people to achieve their financial and lifestyle goals.

AFSL

Advice will be provided by Advanced Superannuation Consultants Pty Ltd (ABN 57 601 227 365) as a Corporate Authorised Representative (001236381) of SMSF Advisers Network (AFSL No 4300062). 

Disclaimer: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.