SMSF Initial Consultation

Tax and general advice on setting up or running a self-managed fund.

At this meeting we will provide tax and other general advice about establishing an SMSF, or about the compliance work for a fund you already have — the trustee structure, what the annual obligations actually involve, and what it costs to run.

One limit worth knowing before you book: we can give general and tax advice only. We cannot advise you on whether an SMSF is the right vehicle for you, or on what the fund should invest in. That is licensed financial advice and we will tell you if you need it.