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Client Resources

SMSF Resources

To make managing your own self managed superannuation fund easier, you can access a series of videos, information sheets, checklists and invitations of upcoming events here.

Income Tax Returns – Year End Checklist

To make sure that we achieve prompt delivery of your work, it is important that your records are complete and that all supporting documentation is included before forwarding to us. Please use the Year End Checklist to assist you with collating your information.

Engagement Terms

The standard Engagement Terms can be found here.

Client Portal

To set up your Portal account, click here.

Financial Services Guide

Our financial services guide can be found here

Fact Find

To make sure you are ready for your first meeting with us, please complete some details about yourself here


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