Self-managed Super Funds

Thinking about a self-managed super fund as an investment for your retirement? Self-managed Superannuation Funds (SMSFs) are very popular, especially with families who want more control over how they invest and combine their retirement savings. At Anchoram, we offer various services to help you establish and comply with current superannuation laws and can advise you if a SMSF is suitable for you.

At Anchoram, we offer SMSF services, including: 

• SMSF set up – Before setting up a SMSF we recommend we discuss and carefully analyse whether settting up of SMSF is the right strategy for you.
• SMSF Administration services –  We can help manage the administrative requirements for establishing and maintaining your SMSF, including superannuation audits and the preparation and lodgement of financial documents. 
• SMSF investment strategies formulation: In collaboration with our Financial Planning partners, we can help develop investment strategies tailored to your risk profile, ensuring you achieve your retirement goals. 
• Ongoing advice on SMSF compliance matters –  We keep track of changes to superannuation legislation, taxation and employer obligations so you can make smart decisions.