Phone  (03) 9370 1989

Suite 1, Level 2, 77 Raleigh Street, Essendon, 3040

Self Managed Super Funds (SMSF)

A Self Managed Super Fund (SMSF) provides many benefits, giving you the ability to take control over:

       - Investment decisions

       - Retirement savings and strategy

       - the fees you pay

       - the amount of tax you pay

       - Passing your assets to the next generation

The PAG Group specialises in the provision of SMSF services. Our SMSF services include:

       - SMSF Establishment

       - Administration and compliance 

       - Approved SMSF audits

       - Technical assistance regarding superannuation and taxation

       - Strategic planning and advisory

Our administration service utilises datafeeds and cloud technology thus enabling:

       - Client access to their super balance at anytime on any device

       - Advisors to proactively analyse for compliance issues (eg. minimum pension requirements) rather than waiting for year end to finish

       - Real-time decision making as all your investments are at current market value and all in the one place

Principal Mark Egan is an SSA (Self Managed Fund Specialist Advisor) accrediation from SMSF Association

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Financial Planning
         SMSF Specialist

 

 

   Affiliated Partner:

Xero Silver Partner  

  

Reckon Professional Partner   
MYOB Professional Partner

 

 

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