Wollongong Self-Managed Superannuation Fund

SMSF (Self-Managed Superannuation Fund)

NBS Partners provides comprehensive Self-Managed Superannuation Fund (SMSF) services to help you effectively manage your retirement savings. Our dedicated team offers annual administration services, ensuring that your SMSF remains compliant with regulatory requirements. We conduct regular reviews of your SMSF structure and tax strategies to optimise your financial position.

Annual administration

SMSF structure review

SMSF tax structure review

Compliance issue identification

Management of annual audit

Online access

SMSF solutions that keep your retirement on track

We stay on top of the latest legislative developments to keep your retirement plans optimised.

Administration

Online Document Management

Our online portal takes the hassle out of providing documentation by allowing you to upload and download documents whenever it suits you.

24/7 Online Access

We provide secure access to your SMSF so that you have an up-to date overview over your investments, pensions and contributions.

Investment Reporting Platform

Through the use of the latest data feeds we bring together all your brokerage & bank accounts under a single platform to give you a complete view of your investments.

Tax Structuring

SMSF Specialists

We are accredited SMSF specialists with Chartered Accountants Australia & New Zealand.

SMSF Tax Strategies

We review your current tax strategies and also model optimal strategies to give you the comprehensive tools to make the correct decisions for your retirement.

Holistic Structure Approach

We review how your SMSF structure fits in with the rest of your investments & business structures.

Book a Free Consultation with us today!

Take your first step to a better financial future today and contact our friendly NBS Partners team to find out how we can assist you.