Self managed super funds (SMSFs) are maintained for the purpose of providing benefits to members upon their retirement. All SMSF’s are governed by a trust deed and an investment strategy.  Sometimes the structures, asset management and reporting can become onerous. Our team are experts in superannuation related issues.

TAG’s expertise in SMSF’s includes

• Determining if borrowing will have a positive effect on the funds
• Determining who to include in your SMSF
• Ensuring you understand your trustee obligations
• Updating and implementing your trust deed
• Assiting with administration of your superannuation

Contact our team of experts in Geelong & Melbourne for more information about how we can help you with your superannuation questions.