Self-Managed Super Fund

Collective Financial Partners is your specialist in the establishment, administration, and compliance of your Self-Managed Super Fund (SMSF).

Our team of committed experts take care of all the administration work involved in setting up and administering your Self-Managed Super Funds.

You are in the driver’s seat, directing us on where you want your SMSF to go. Our role is to free you of the burden of paperwork and compliance and provide the expertise in guiding your investment strategy.

Together, we will set and achieve your retirement goals.

Establishing a Self-Managed Super Fund

Collective Financial Partners makes establishing your SMSF easy.  From applying for an Australian Business Number and preparing your trust deed, to providing you with all necessary document to ensure your SMSF establishment is complying.

We deliver:

SMSF administration and compliance

Leave the time-consuming burden of SMSF administration to us. In fact, we enjoy it!

Our comprehensive service takes care of the following for you:

SMSF advice

Why bother stressing about whether you’ve got the paperwork right or have set up the best structure to suit your needs?

Collective Financial Partners delivers end-to-end support in all areas of SMSF advice from a team of accredited specialists.

We will take care of structuring your fund, optimising contribution strategies, estate planning and recommendations on the latest taxation strategies available to SMSF members.

You can maintain focus on what you do best, while our team will answer any of your day-to-day questions about how to run your Self-Managed Super Funds and provide quality advice on any issues that have the potential to impact your Super Fund.

Come on board

For a guaranteed stress-free journey to retirement, trust Collective Financial Partners to establish and manage your Self-Managed Super Fund. You won’t regret it.