About Us

We are registered tax agents, IPAs, CPAs and accredited SMSF specialist advisors. We have been working in SMSF industry for over 20 years. We do not deal with investment or financial products hence our advice is independent and commission-free. We do not outsource our work and they are all processed locally by fully qualified accountants with expertise and skills in SMSFs. When serving our clients, instead of treating each SMSF as merely a client reference number, we take a different approach by taking time to understand our clients and their needs. We take pride in providing excellent services at low prices with our ultimate business goal of meeting our clients’ needs and requirements at all levels. We maintain a practice with a consistent and uncompromising adherence to strong moral and professional values. “Integrity is the essence of everything successful.”

Disclaimer: We are not licensed to provide financial product advice under the Corporations Act. We do not provide financial advice or recommend if an SMSF is appropriate for your personal financial situation, particular objectives or needs. We recommend that you seek professional advice from an AFS licensee before making any decision to establish an SMSF or to purchase any financial product in an SMSF.