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Our Services

Comprehensive Business Advisory Services Tailored to Your Needs

Our exclusive focus on SMSF services is designed to address the diverse needs of businesses in Perth, WA. Our dedicated experts are committed to providing comprehensive support at every stage of your SMSF journey. From the initial establishment of your SMSF to the meticulous handling of annual tax and compliance matters, our team is here to ensure your SMSF operates seamlessly.

What We Do

SMSF Establishment

Step 1 is a discovery call to find out more about you and to help you to understand what a SMSF is all about. We’ll explain what the advantages and disadvantages are, the risks and costs associated with SMSF establishment so you can make the right decision.

Statement of Advice

Next we’ll interview you and collect information about your financial position, income and expenses, your objectives, desires and needs. We’ll then prepare a Statement of Advice (SOA) for you.

SMSF Setup

We’ll set up your trust, including all the required documents: trust deed, minutes and resolutions, ATO Trustee declarations, consent to act, membership applications. We recommend setting up a SMSF with a corporate trustee.

SMSF Registration

We lodge your fund with the ATO to become a Regulated SMSF, obtain your Tax File Number (TFN) and Australian Business Number (ABN) within 60 days of establishment.

Investment Strategy

You must formulate a clear investment strategy when starting a SMSF, and understand the rules. We’ll help you to formulate a strategy that makes sense to your unique situation and goals.

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Contact with our professionals

Call us today at 08 9200 3973