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Self Managed Super Funds (SMSF) can enable investors to have increased control over their investments and fees paid within superannuation and pension tax environments. We offer competitively priced SMSF Administration and Advice packages that are tailored to your personal circumstances. We even assist in the establishment of your new SMSF to ensure its set up correctly and compliant with industry standards.

To ensure that you have access to up-to-date information on your funds balances and performance we provide you with your own personalised login. We take care of all of your Administration worries such as document processing, pension payments, and compliance while allowing you access to all of your SMSF reporting needs from a single web based system.

As part of our Administration services we ensure that your SMSF’s annual Audit and Tax Return is completed within a set time frame and to regulatory standards.

SMSFs invested in Cash & Term Deposits can expect their tax return and audit finalised by mid-August at the latest, if invested in a combination of Shares and Managed Funds finalisation will occur around mid-November.

Let us look after your SMSF, so you can focus on other things.

Self Managed Super Funds

Urquhart Sexton Financial Planning also manages and offers three investment portfolios; Conservative, Balanced and Growth.

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Separately Managed Accounts

Would you like more care taken with your investments and that they were reviewed on a more regular basis, rather than set and forget?

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Superannuation and Pensions

We can help assist you with your Superannuation Requirements with comprehensive advice to suit your lifestyle and goals.

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Term Deposits

With access to over 20 Australian Financial Institutions, all in the one place, we can recommend and securely place your Term Deposits at competitive rates.

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Weekly Portfolio Management

Investment Portfolios, within and outside superannuation, can be reviewed on a weekly basis and adapted to changing market conditions, and implemented on your behalf.

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Share Trading

We can help you buy and sell shares on both the ASX and NSXA beginning with a phone call and a simple one page application.

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