Our team can help you with all your Self Managed Superannuation Funds (SMSF) requirements. We offer a package that includes a full range of administration and compliance services with you retaining full control of your portfolio.
Financial planning and investment advice can also be obtained through our financial planning partner Sterling Financial.
SMSF PACKAGE INCLUDES:
Compliance - We lodge all necessary documents, including all ongoing paperwork and tax return.
Support - We will guide you through all the relevant Superannuation Industry Supervisory Act regulations to ensure your fund is compliant with the Act.
Consultation and Review - Sterling Financial perform a portfolio review and stress test your assets to ensure your fund is meeting your goals and objectives. The strategic review on your portfolio is performed every 4 months.
Investment - Sterling Financial seek to make the most of opportunities while minimising risk exposure.
Special Opportunities - You will be offered special opportunities to access limited investment offers.
Our firm seek to ensure all clients are strategically placed and aware of any legislative changes that occur through constant updates with professional bodies.
Our firm is a registered SMSF auditor. Our SMSF auditor Nigel Keating has many year’s industry experience and remains at the forefront of possible and implemented changes through constant updates from industry training partners of SMSF regulations, standards and legislation. Sertori & Co are able to assist clients and firms to ensure the auditing requirements are met.