How can Dobbrick Financial Services help?

The running of a Self Managed Super Fund requires you to adhere to ever changing superannuation and tax laws. We can help you navigate these areas, as well as maximisingthe benefits of running a SMSF. In particular, Dobbrick Financial Services can assist in:

  • establishing your SMSF including the set up of a SMSF trust deed, TFN, ABN and GST (if applicable)
  • developing an investment strategy for fund
  • ongoing administration including paperwork, reconciliation and regular reporting on your SMSF
  • managing your compliance obligations
  • developing strategies to maximize the benefits of running a SMSF

If you would like professional advice on running your Self Managed Super Fund or assistance in setting one up, contact us.