For many people their self-managed superannuation fund (SMSF) balance is their largest financial asset. It represents the sum of a lifetime of hard work, and will provide them with financial security throughout their retirement. The rules governing SMSFs have continued to evolve and become more complicated in recent years, and it is imperative that trustees have access to timely and accurate advice at all stages of their fund’s life cycle.

At DJ Smith Group our goal is to ensure that your SMSF is compliant with all governing rules, whilst using taxation planning and retirement benefit strategies to maximise your nest egg. From the initial establishment of the fund, through to the eventual winding up, we will work with you to ensure that your fund operates to meet the long term needs of you and your family.

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