About

Looking for a helping hand with a Self Managed Super Fund (SMSF)?

We are specialists in SMSF compliance and our team has over 20 combined years of experience.
We are also CPA accredited Accountants.

Our main focus is you and your fund.
We will ensure you have peace of mind that your fund is set up to suit your individual requirements, it is compliant and is performing to its maximum potential.

Our services to you:

SMSF Set up and compliance
Set up of Borrowing through your Super
Salary sacrificing
Using capital gain rollovers from sale of businesses
Retirement and estate planning

We will ensure you have peace of mind that your fund is set up to suit your individual requirements and it is compliant and performing to its maximum potential.

We hold your hands through every step to ensure there are no opportunities missed in having your SMSF meet its obligations. By focusing on super funds for trustees, we can deliver a personalised service tailored to suit your needs.

Key staff

Michelle has been working with Self Managed Superannuation Funds for over 15 years. She has especially enjoyed working with clients to create retirement plans and to maximise their growth.

There have been many rule changes over this period and Michelle has kept up with each of them in assisting clients to plan for their future. She believes in utilising all kinds of strategies where available. Just ask her sometime about some of the tax savings she has created for her clients.

Michelle has been leading a team for over 12 years and looks forward to getting the best out of every team member she mentors. Her goal now is to build a team that can continue to strategise with clients in creating future wealth.

Education is one of her other main passions. Michelle loves to share her knowledge not only with her clients, but with other professionals. Her goal is to educate trustees so they know what they can do right before they do something wrong.

Michelle's passion for Superannuation is evident when you speak with her. Whilst her own retirement is many years away, Superannuation is and always will be a most important aspect of her life.

Phone or email us today. (more)