An SMSF gives you extensive control over your investments — letting you plan retirement your way.

Everyone has their own objectives for a self-managed super fund, and retirement plans differ greatly from one person to the next. Gail Freeman and her team help you design the SMSF you need to meet your goals.

We're here for the significant compliance obligations an SMSF introduces, and can help with both establishment and ongoing administration. Gail is a specialist SMSF Adviser (SSA), supported by a dedicated specialist SMSF team.

How we can help

Through the compliance maze, with you.

Using a transition-to-retirement pension to maximise your super
Your best options if you are facing redundancy
Guidance on choosing beneficiaries
Deciding whether an SMSF is the best option for you
Advice on your SMSF and its investments
Information on powers of attorney
Introductions to other professionals in Gail's network
Estate-planning guidance
How much super you may need to retire comfortably
How to structure property purchases in your fund
Avoiding the pitfalls of buying property through super
How to structure loans in your fund
Ensuring your SMSF meets its trustee obligations

Self-Managed Super Funds

Through the compliance maze, with you.

Take control of your super.