Melbourne Lilydale Dandenong

Self Managed
Super Funds (SMSF)

A personalized 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 SMSF

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

I chose TASC because they were highly recommended by a mutual acquaintance.
The best thing about their service was their efficiency to answer questions and help solve accounting queries. They provided a professional and courteous service with clear objectives and outcomes. I received great financial leadership and expertise in matters that were extremely important about my long term financial future and all their staff are friendly, courteous and extremely reliable.

Mark Bassett Managing Director of Blackchrome, Adelaide & Melbourne

I came highly recommended to TASC because their services are personal, proactive and friendly.
Their service is efficient and saves myself, and my staff, time. Working with TASC is like a partner of our own business, they understand the issues a small business faces and helps to streamline and support my company needs. I would recommend TASC to any of my clients.

Dale Young General Manager at Your Safety Factory, Adelaide

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