Self-Managed Superannuation Funds (SMSF)

More and more self-funded retirees and high net worth individuals are attracted to the flexibility and control that is offered by a Self-Managed Superannuation Fund (SMSF). We at CTC SMSF Advisors are committed to assisting SMSF trustees in meeting their compliance obligations, as well as advising on tax effective strategies to increase wealth.

CTC SMSF Advisors offer a full range of SMSF services:

  • Establishment of an SMSF
  • Advice regarding trustee obligations and compliance
  • Preparation of annual financial statements and member reports
  • Arranging for required annual independent audit
  • Preparation and lodgement of annual return
  • Advice regarding contributions and rollovers
  • Commencement and ongoing administration of pensions
  • Estate planning
  • Centrelink advice

Licensee details:

Specialists of SMSF Pty Limited trading as CTC SMSF Advisors (ABN 83 533 489 952) is a
Corporate Authorised Representative (No. 001247239) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969. Australian Financial Services Licence/Australian Credit Licence No 223135.

Capstone Financial Planning Pty Limited


L14, 461 Bourke St, Melbourne VIC 3000

Ph: 1300 306 900, Email: ,


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