Self-Managed Superannuation Funds (SMSFs) are becoming increasingly popular, although they are not appropriate for everyone.

We can assist in helping you obtain the financial planning advice to determine whether a SMSF is suitable for you using the financial planners at TASS Financial Planning Pty Ltd, a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, AFSL No. 253125.Financial Planning

Alternatively you may determine one is right for you through your own financial advisor or own investigations.​
Once you have decided to establish a SMSF we can help with:
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  • Establishment of the SMSF
  • Advice and assistance in relation to running the SMSF
  • Recording transactions and preparing financial statements using the latest cloud based SMSF software
  • Lodging income tax returns
  • Obtaining an audit report for the Fund (required annually)
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If you have your own SMSF, you may need to appoint a qualified person (e.g. financial planner or broker) to help you decide how to invest the funds. We can assist you in obtaining this advice.​
40 Church Street, Maitland, NSW 2320
PO Box 322, Maitland, NSW 2320
T: (02) 4933 4700
E: [email protected]
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​Photos provided with permission by Daniel Courtney Photography ​
​Liability limited by a scheme approved under Professional Standards Legislation. Accounting and Taxation Services are provided by Tumbers & Associates. Tumbers & Associates and their accountants do not provide financial advice and are not Authorised Representatives of Politis Investment Strategies