Superannuation Planning

SMSF Specialists Gold Coast

Our team has had specialist training in Self Managed Super Funds and Brian has the specialist accreditation from the SMSF Association.  The SMSF Association is acknowledged as being the peak body for all professional advisors within the SMSF industry in Australia.

We have developed an efficient SMSF administration service that ensures you will remain compliant with all the regulations. Our team will assist you to set up the processes and procedures to make fulfilling your responsibilities as trustee uncomplicated and trouble free.

We provide strategic advice on all aspects of SMSFs including contributions, investments and pensions.

To arrange an appointment with one of our SMSF specialists send us a message via our Contact Us form and try our Financial Tools to see how your current superannuation plan will provide for your retirement. We are conveniently located on the sunny Gold Coast.

Services

  • Structural superannuation advice
  • Pension planning
  • Contribution strategies
  • Estate Planning
  • Self managed super fund administration
  • Auditing and accounting
  • Investment strategy and implementation

SMSF Trustees

The ultimate responsibility for the operation and administration of any SMSF rests with the trustees. Should a trustee engage us to provide services to the fund we insist in entering into a formal services agreement to ensure the fund complies with extensive legislation.

Please read our documents Running Your SMSF and SMSF Definitions if you are thinking starting a SMSF or would like to engage our services to assist you running your SMSF.

The Super Team

– Brian Cosgrove

– Renee Gamble

– Justin Doyle

Our Gold Coast Super team are SMSF specialists and have decades of experience in this area. Get in touch with us today to see how we can help you!

Get started today to see how we can help you!

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