SMSF SERVICES
SUPER INITIATIVES specialises in all aspects of Self Managed Super Funds (SMSF).
Established in 1997, we have established a reputation for outstanding levels of proactive advice and client service.
As Chartered Accountants and Registered Mortgage Brokers, we are in a unique position to offer our clients a vast array of SMSF services including:
- Establishment, administration and compliance
- Rollover of existing funds
- Taxation minimisation strategies
- Loans for residential and commercial properties
- Access to syndicated commercial investment opportunities
- Auditor selection and liaison
- Insurance: life, TPD, income protection and trauma
- Estate and succession planning and strategies
Managing your own super gives you greater control, flexibility and investment options.