Self Managed
Super Funds

A personalised investment strategy and portfolio mix for
your retirement needs

With self-managed superannuation funds (SMSFs), you can set up a super fund that you have full control over so that
you can ensure it meets your individual retirement needs. As with anything that is customised, it takes a lot of time,
effort, and comes with a lot of responsibility. That is why we are offering specialist SMSF services to help you with
setup, provide you with advice and advise you on investment strategies.

What We Offer

Your retirement in your hands

SMSF Setup

Getting the initial setup of your SMSF right is
highly important in avoiding legal and
administrative issues later down the track. Your
SMSF is your responsibility so it is important for
you to understand its legalities and the
investments that you are making. Be sure to
seek our professional team of experts so that we
can work with you to start your SMSF journey.

SMSF ADVICE

If you have an SMSF, you are in charge and you
will be responsible for any and all decisions
made by the fund, which is why it is highly
important to seek professional advice in times of
doubt. Whether you require ongoing or one-off
advice,our team of professionals are here for
you to ensure your SMSF complies with the
relevant laws and legislation.

SMSF Investment Strategy

One of the main benefits of managing your own
super is that you get to build your own SMSF
portfolio. As your circumstances change, so
should your SMSF investment strategy and this
SMSF portfolio. By working with our trusted
SMSF advisors, we will continually provide you
with guidance as to where to best invest your
money to maximise returns and minimise fee.

SMSF Audit

We are leaders in SMSF Audit because we
continuously provide this service innovatively
while ensuring full compliance with the SMSF
regulatory environment.
We continuously keep abreast with
developments in the industry with the view to
provide all advisory services proactively to the
trustees of the SMSF. Renowned for our use of.

Why TASC
for Self Managed Super
Funds

Not only will our team of professionals provide you with advice on your SMSF situation, we will educate you and make sure you understand the ins and outs of your very own super fund. We care deeply about your financial situation and your retirement goals. That is why our expert team are well-known to be Proficient, Proactive and Prudent.
Consult TASC experts for your SMSF needs today.
TASC provides a one-stop solution for all your needs. Our associates, Wise Financial Advisors are able to provide comprehensive financial planning services.
Visit their page here

What our clients
have said

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Get in Touch

We have 3 offices located in Melbourne. Give us a call to discuss your tax and financial needs
with one of our experienced and friendly accountants.

Melbourne

Level 27, 101 Collins Street,
Melbourne, Vic 3000
03 9221 6256

Lilydale

Unit 1/34 Hightech Place,
Lilydale, Vic 3140
03 9735 5818

Dandenong

18 Mason Street,
Dandenong VIC 3175
03 9793 9813

Need help with your
financial matter?

Learn More about TASC

TASC provides a one-stop solution for all your needs. Our associates, Wise Financial Advisors are able to provide comprehensive financial planning services.

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