Self-managed superannuation fund (SMSF) services for strategic retirement planning
Throughout your working life, you’ve been building superannuation to fund retirement. At Evans & Hearn, our Rockhampton superannuation specialists can guide you in transitioning to a self-managed super fund (SMSF), giving you direct control over investments while creating opportunities for tax-efficient growth and stronger retirement outcomes.
Expert superannuation management in Rockhampton without the administrative burden
While SMSFs offer significant advantages, they also come with substantial compliance obligations. As a trustee of your own fund, you must manage it in accordance with the trust deed and tax legislation while fulfilling extensive administrative requirements.
Our SMSF specialists help you secure all the benefits of self-managed super while handling the complex accounting and compliance requirements. We:
- Process all documentation required by legislation
- Ensure your fund is properly audited annually
- Keep your SMSF Deed current and compliant
- Obtain actuarial certificates when required
- Meet all lodgment deadlines
- Work collaboratively with your financial advisors on contributions, pensions and investment strategies
Other key services
Secure your retirement future today
Speak with our superannuation experts to discover how an SMSF could enhance your retirement planning and wealth accumulation strategy.