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ProAdvisory
Because Super is too important to
leave to the low service discounters.
ProAdvisory
for
understanding,
knowledge,
& strategy
to successfully maximise
your Super with low, acceptable risk.
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SMSF Professionals
When you set up your fund you should a SMSF professional to help you manage the fund.
ProAdvisory is:
- A tax agent so can can complete and lodge your fund’s SMSF annual return, provide you with taxation
advice and represent you in your dealings with the ATO
- An accountant so can help prepare your fund’s accounts
and its annual financial position and operating
statements.
- A fund administrator so can help you manage the
day-to-day running of your fund and meet your
annual reporting and administrative obligations.
- A financial adviser so can help you prepare an investment
strategy and provide you with financial and investment
advice.
- And we can provide a legal practitioner to review and update your fund’s
trust deed and give you advice on the legal implications
of relationship breakdown, divorce, estate planning or
disputes between trustees.
ProAdvisory is a licensed
financial adviser and Accountant and can help you set up, administer and
operate the most suitable, tailored SMSF for you.
More information: Contact the SMSF expert
ProAdvisory.
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