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23 Mudgeeraba Rd
Worongary QLD  4213
07 5530 3011
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SMSF

SMSF

Helping you achieve your retirement goals.

We are assisting more clients (like you) to take back control of their superannuation.

The chance to become more actively involved in investment management choices, together with more flexibility, has encouraged many people to turn to self-managed superannuation funds to meet their super investment needs.

At AGN we are not a subsidiary of any investment product provider so we only make recommendations we believe are suitable to our clients. This means when discussing your superannuation, it is what is best for you, now and in the future.

From the establishment of an SMSF, to the preparation and lodgement of income tax returns, financial statements and audits.

We will help look after everything including:
Administration of self-managed superannuation funds
Preparation of financial statements, income tax, and regulatory returns
Audit of superannuation funds
Compliance and risk management
Pre and post-retirement strategies
Asset protection
SMSF rules and regulations
Income streams
Taxation issues (including capital gains tax)

While the set up of your self-managed superannuation fund can be quite simple, meeting ongoing legal requirements requires the right knowledge and advice.

Whether its meeting ATO requirements or just completing your annual return, you may not understand everything that is involved with running your own fund, let alone the costs involved, or how the SIS Act & ITAA Act shape the way funds operate.

Either way, we will guide you through the complex maze and move forward.

At AGN we don't just do the numbers, we will present the facts, so that they are easy to understand. We will work to make sure you not only have what you need, but you also understand the structures we have put in place.

With AGN on your side you will be able to de-stress the process and as we speak plain English you will know exactly what is going on, every step of the way.

Managing your SMSF with us offers you, flexibility, control, more investment options and the potential for reduced costs.

Authorised Representatives of GWM Advisor Services Limited ABN 96 002 071 749
Australian Financial Services Licensee (AFSL 230692)