Services - Self-Managed Superannuation Funds

the help you need to
take control of your super

There are significant advantages to taking control of your own super and managing your own investments, and our staff can help you understand the obligations and responsibilities of managing your own super fund.

In order to provide personal advice to our clients in relation to superannuation and self-managed superannuation funds, Koala Accounting & Taxation has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).

  • We advise on the initial setting up a SMSF including Purchasing of Fund Trust Deeds
  • We can explain the Superannuation Rules and how to access superannuation benefits, including Retirement/Pension options.
  • We can advise on Limited Recourse Borrowings for SMSF to buy property

SMSF Advisors Network Pty Ltd

Lesley Joan Wenzel
Authorised Representative No. 124 3981 of SMSF Advisers Network Pty Ltd, AFSL No. 430062, ABN No. 64 155 907 681

Julie Margaret Kirkpatrick
Authorised Representative No 124 3979 of SMSF Advisers Network Pty Ltd, AFSL No. 430062, ABN No. 64 155 907 681

Shop 3/9 Channon Street,
Gympie QLD 4570

Hours: 8:00 AM to 5:00 PM weekdays