Self-Managed Superannuation Funds

Personal and approachable service and expertise to help you to meet your trustee duties

Retirement
Planning

Achieving the best financial position in retirement takes time and we’re here to assist you to plan for your retirement goals

SMSF
Audits

Our in-house SMSF Audit specialists can assist you to navigate the constantly changing superannuation rules

SMSF
Compliance

Meet your annual trustee duties in partnership with our superannuation specialists

SMSF
Establishments/wind ups

We work with you so you can make an informed decision about the suitability of an SMSF for your needs

Superannuation &
Estate Planning

It is important to have a plan for the future.

Superannuation
Strategy

Superannuation is a long term investment and we can assist you with current knowledge of all the strategies available to you

Up to date technical expertise to assist you to meet your retirement goals

The Saward Dawson Self-Managed Superannuation Funds team have the expertise, experience and systems to provide a high quality and efficient service to assist you in your role as a Self-Managed Superannuation Funds Trustee.

Our approachable and friendly team aims to work with you to provide the knowledge and tools you need to achieve your retirement goals in this ever changing superannuation environment.

Do you need assistance with your Self Managed Super Fund requirements?

We are specialists in Self Managed Super Funds. We can ease the transition from your current accountant.

Meet our Team