Self-Managed Superannuation Funds Newcastle | Lake Macquarie | Hunter Valley

Your super your way

Collective Financial Partners are specialists in the establishment, administration, and compliance of your Self-Managed Super Fund.

Our team of committed experts take care of all the administration work involved in setting up and administering your Self-Managed Superannuation Fund (SMSF).

You’re in the driver’s seat, directing us on where you want your SMSF to go.

Our role is to help you make informed decisions, provide the expertise in guiding your investment strategy, protect your members and manage the burden of paperwork and compliance.

Establishing a Self-Managed Super Fund

Collective Financial Partners makes establishing your SMSF easy.

We do it all, from applying for an Australian Business Number and preparing your trust deed to providing you with all necessary documents to ensure your SMSF establishment is complying.

Check out our FREE Self-managed Super Funds eBook

We deliver

Complete end-to-end setup of the SMSF, including all minutes, resolutions and statutory documentation required to establish a fund
Strategic advice in relation to any rollovers to your new Self-Managed Super Funds
For corporate trustee establishment, we also help prepare the company constitution and prepare all necessary compliance documents in relation to the special purpose trustee company incorporation.

Let’s catch up for a free chat.

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