Self Managed Super Funds

Our highly skilled team of SMSF specialists work with financial planners, solicitors and trustees to help you establish and run an SMSF that ensures the best return.

The world of SMSF’s can be a complex place. Our SMSF team of experts take a holistic approach to SMSF’s so they take account of business strategy, tax planning and your retirement needs. Their in-depth, up-to-date knowledge of SMSF’s cuts through the red tape to help you in the effective running of your SMSF, remove some of the financial worry of your financial retirement planning and ensure the best outcome.

Our SMSF services include advice on:

  • SMSF Audit
  • Superannuation Planning & Advice
  • Purchase & Setup
  • Tax Returns
  • End-of-year Financial Statements

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YBM Financial Services Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 / AFSL 246934