BIS Super are your Self Managed Super Fund specialists
When it comes to retirement planning, for many years traditional industry superfunds were the only option available to the masses. Later introduction of Self Managed Super Funds (SMSF) was like a breath of fresh air. SMSF’s allowed millions of Australians the opportunity to have autonomy over where their money was being invested, and exactly what that looked like for their retirement journey.
Our team of accredited Self Managed Super Fund specialist advisers have over 20 years of experience in providing expert advice to both SMSF trustees and other accountants and advisers. We understand that each individual’s financial trajectory is unique, and we approach every situation with tailored insights and a meticulous eye for opportunity. We work closely with you to uncover hidden potential within your current SMSF strategy, ultimately refining it to align seamlessly with your goals and plans for your financial future.
At BIS Super, we make looking after your Self Managed Super Fund easy. We specialise in:
SMSF Set Up
Our team of specialist SMSF advisers will help assess if an SMSF is the right option for you.
Our expert SMSF advisers are adept at not only assessing but enhancing your existing strategy.
We assess changes in your goals and circumstances and ensure that your needs are still being met.
Purchasing property using money from your superannuation is an often overlooked strategy, but it could be the option for you.
We now offer a fully tailored white labelling solution to accountants & advisers, for all of your SMSF needs.
Since 2003 our SMSF specialist adviser team has been navigating the multifaceted SMSF landscape through a myriad of changes in taxation and superannuation legislation. In 2019 we developed a dedicated, specialised branch of BIS Cosgrove to SMSF management for trustees and accountants and advisers, called ‘BIS Super’.
Over the last 2 decades Brian and the BIS Super team have advised clients on:
For over 20 years now, our specialised team of SMSF accredited advisers have worked closely with hundreds of trustees and their funds to provide the most comprehensive and tailored SMSF advice and management.
The BIS Super team consists of 4 of our expert advisers
Our Specialist SMSF team boast a wealth of knowledge and experience in SMSF, tax, accounting and financial advice. With a combined 30 years of experience under their belts, our expert team are here to assist you in all aspects of your SMSF.