Self-Managed Super Funds

Helping you through the compliance maze.

Tailored to your needs

Everyone has their own objectives for their self managed super fund (SMSF), with retirement plans significantly differing from one another. An SMSF gives you extensive control over your investments, letting you plan your retirement how you want.

Gail Freeman and her team are here to help you design the SMSF you need to meet your goals. They’re here to help you with the significant compliance obligations SMSF’s introduce, and can help you with establishment and administration of your SMSF. Gail is also a specialist SMSF adviser and is supported by a specialist SMSF team.

how we can help:

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Guidance on using a transition to retirement pension to maximise your superannuation

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What you need to do if you are facing redundancy and your best options moving forward

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Guidance on choosing beneficiaries

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Deciding whether a self-managed superannuation fund is the best option for you

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Advice on your self-managed superannuation fund and its investments

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Information on powers of attorney

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Introductions to other professionals in Gail Freeman’s network who can assist you with other aspects of your SMSF

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Guidance on estate planning

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How much superannuation you may need to live comfortably in retirement

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How to structure property purchases in your super fund

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Avoiding the pitfalls of purchasing property through your superannuation fund

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How to structure loans in your super fund

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Ensuring SMSF trust deeds are kept up to date

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Any other retirement, superannuation or investment question

Other Services:

Taxation

Gail to determine 

Financial Planning

Gail is an authorised representative  of Lifespan financial planning Pty Ltd.

Chartered Accountant

We have the answers to all your accounting and business questions.