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Self Managed Superannuation (SMSF)

We work actively in the SMSF space to provide services that are complimentary to wealth creation for our clients. SMSF is a tool to be considered when planning client business and Individual structures.

Our associated entity, Zoan Financial Services Pty Ltd is an authorised representative of SMSF Advisers Network Pty Ltd (SAN). One of our Principals. Scott Jones is a Sub Authorised Representative of Zoan Financial Services Pty Ltd.

We are licensed to provide limited advice in the SMSF area. (Subject to the preparation of a Statement of Advice).

Our services include:

  • Establishment of SMSF
  • Preparation of Financial Statements
  • Preparation of Taxation Returns
  • Tax effectively managing contribution planning, and income streams
  • Purchase of property and borrowing within an SMSF environment
  • Ongoing compliance management