We specialise in superannuation and retirement planning advice. Security National has a dedicated SMSF team producing quarterly reports and taking care of your annual tax reports, audit and compliance needs. We partner you through the set up process right throughout your SMSF’s life in accumulation phase, then into pension phase and finally to the estate planning phase.

 

We can provide trust deed advice and establishment to assist you to meet your commitments as trustees. We manage your ‘investment strategy document’ which is a regulatory requirement and we can provide you with investment advice, implement and monitor a diversified portfolio of investments in-line with the member’s risk profile.

 

MasterMoney SMSF service is your total super solution.