What is a SMSF?

SMSF’s do what the name implies. Rather than paying super contributions into an industry fund or wrap, you pay it into a fund that you run yourself.

A SMSF is a special purpose trust where money and investments are held and managed on behalf of the members. The fund’s purpose is to provide benefits to members on retirement or death.

How We Help

At EPA Group, we provide everything you need to get your Self Managed Super Fund up and running, from creating the structure, attending to accounting and audit requirements, developing an SMSF portfolio that’s perfect for you and planning for your estate planning needs.

epa group melbourne balwyn self managed superannuation fund specialists and property investment experts

Getting Started

A self-managed superannuation fund (SMSF) is a popular option for investors seeking flexibility and greater control of their superannuation.

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Running your own SMSF self managed super fund - how EPA Group tax specialists Balwyn helps

Running Your Own

Your SMSF must attend to certain annual reporting requirements each and every year.

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grow your SMSF (self managed superannuation fund) with specialist advice from EPA Group - tax, SMSF and accounting specialists in Balwyn, Melbourne

Investing & Borrowing

We can help you develop your nest egg to provide peace of mind for a sustainable income stream or pension to last for future years using our professional dealer group expertise.

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Retirement Income Streams

Recent announcements by the government having significant impacted in the way your receive you income streams, part of which include the introduction of the $1.6million transfer cap, TRIS Payments and structuring your account based pensions.

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EPA Group Balwyn provides tailored plans to get your SMSF up and running

What We Offer

Click here for more information about our pricing packages.

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