Quill is a financial services business with a team of passionate professionals who are committed to working with family businesses, working families and retired families.
Self-Managed Super Funds
Helping you take control of your retirement goals by providing expertise from our SMSF Specialists and Financial Advisers.
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SMSF Specialists Brisbane | Gold Coast | Sunshine Coast
A Self-Managed Super Fund can provide greater control, flexibility and choice over how your retirement savings are invested and managed. However, with that control comes responsibility. SMSF operations are guided by a range of regulations and legislation and require the right advice, administration and ongoing support to ensure your fund remains compliant and continues to support your long-term goals.
Quill Group’s registered SMSF Specialists can assist with the technical, compliance and administration requirements of managing a self-managed super fund. From establishment through to annual reporting and ongoing compliance, we provide practical and clear guidance so you understand your obligations as trustee and can make decisions with confidence.
Our licenced Financial Advisers can also work with you to consider the broader strategy behind your SMSF, including investment objectives, contribution planning, pensions, retirement income needs and estate planning considerations. This allows us to take a more holistic approach, ensuring your SMSF is not managed in isolation but forms part of your overall financial plan.
We can assist with:
- SMSF establishment and structuring
- SMSF administration and annual compliance
- Liaising with auditors and the ATO
- Trustee education and support
- Contribution strategies and cap review
- Pension commencement and retirement income planning
- Rollovers to/from external super funds
- Investment strategy documentation
- Estate planning considerations for SMSFs
Whether you are considering setting up an SMSF or already have one in place, Quill Group has the team to help you optimise the effectiveness of your fund and achieve what matters to you. Give yourself peace of mind knowing your SMSF is being supported by a team that understands the detail, the legislation and the bigger picture.
Let the team at Quill look over your financial and operational performance
and operational performance and help you solve your complex business challenges.
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Give yourself the peace of mind you deserve – today!
