Self Managed Superannuation

In today’s environment many people want to take control of the management of their retirement funds through the establishment of a Self Managed Superannuation Fund (SMSF). Before creating a SMSF, speak to our Superannuation specialists at The Field Group.

The Field Group has accredited specialists with expertise in providing a full range of Self Managed Superannuation Fund services including:

• Self managed superannuation fund establishment;
• Trustee changes;
• Admission of employer to super fund;
• Admission of member to super fund;
• Change of name;
• Superannuation fund administration;
• Retirement planning and advice;
• Taxation advice;
• Eligible Termination Payment summary calculations and preparation;
• Structuring advice;
• Borrowing in a SMSF;
• Pre-99 trust advice;
• Setting up pensions; and
• Auditing.

Our staff are fully conversant with the most recent changes in superannuation legislation.

Contact: Debbie Martin for Administration, Audit, Compliance and Taxation
Contact: TIm Hutchison for Establishment and Financial Planning Advice