Self Managed super Funds (SMSF)

We ensure that you have a financially comfortable retirement.

Our Superannuation experts can help with the easy Establishment of a Self Managed Super Fund OR with the Transfer of an existing SMSF. Our team can assist you with:

  • Financial Planning Advice
  • Property Loans
  • Personal Insurance
  • Administration and Auditing of your SMSF

Our primary concern is with your wealth creation to maximise your long-term returns, so that you have a financially comfortable retirement.

We take care of the administrative requirements, so that you can rest assured that your SMSF is compliant with ATO rules.

Are you looking to buy a property within your Self Managed Superannuation Fund (SMSF)? Our Lending Experts are experienced in obtaining suitable loans for SMSF purchases, and to ensure you continue to operate your SMSF within the rules.

Contact us for an initial fee free discussion on SMSFs.

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“Thanks to Jim & Leah and the Thrive Team for always making us feel important. They have looked after us since their doors first opened back in 2014; and we met Jim & Leah many years before that!

The level of customer service that we receive is second to none, and their expert advice is always appreciated. We could not imagine entrusting anyone else with our business and personal finances.”

P & D Roberts

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