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

 

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   Affiliated Partner:

Xero Silver Partner  

  

Reckon Professional Partner   
MYOB Professional Partner

 

 

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