How can Cotter Financial Services help you?

The running of a Self Managed Super Fund (SMSF) requires you to adhere to ever changing superannuation and tax laws. We can help you navigate these areas, as well as maximising the benefits of running a SMSF. 

In particular, Cotter Financial Services can assist in:
  • establishing your SMSF including the set up of a SMSF trust deed, TFN, ABN and GST (if applicable)
  • developing an investment strategy for fund
  • ongoing administration including paperwork, reconciliation and regular reporting on your SMSF
  • managing your compliance obligations
  • developing strategies to maximize the benefits of running a SMSF

If you would like professional advice on running your Self Managed Super Fund or assistance in setting one up, contact us.