SHAKESPEARE SMSF SERVICES –
FROM SET UP TO STRATEGY

Setting up, managing and evaluating your superannuation is an important process to ensure you have a sustainable retirement. Our service encompasses all the requirements to establish your fund quickly and efficiently and get you on your way to taking control of your financial future. Whilst you build your assets in super, we will provide you with the appropriate advice that will save you costs and tax.

Our strategic advice is what sets us apart.

Here at Shakespeare Superannuation Services, advanced strategies are our specialty. Our experienced and reliable team of SMSF accountants in Perth can guide you through a range of strategies, including borrowing through super, re-contribution strategies and estate planning in super.

 Through our end to end superannuation services, we can help you be successful in retirement.

SMSF Formation

At Shakespeare Superannuation Services, our accountants can help you take control of your financial future. We offer a suite of services to assist you with setting up self-managed superannuation funds in Perth. This includes, but is not limited to, preparation of a trust deed, registration for an ABN and preparation of an investment strategy. Our process ensures your SMSF will receive roll overs from your existing super, which you can invest according to your planned strategy.

SMSF Administration

Our professional and experienced team provide an annual self-managed super fund compliance service that includes financial and transaction statements, regulatory tax returns and much more. This service package is required to be completed every year for all SMSF in Perth.

SMSF Strategy

Here at Shakespeare Superannuation Services, advanced strategies are our specialty. Our experienced and reliable team of SMSF accountants in Perth can guide you through a range of strategies, including borrowing through super, re-contribution strategies and estate planning in super. We compliment your investment decisions with professional advice specific to your needs, which is what sets us apart from other SMSF accountants in Perth.

Contact our Perth office today for all your self-managed super fund administration enquiries, and one of our experienced accountants will be happy to assist you.

get in touch

To get in touch with us today, simply use the contact form below and our team will get back to you as soon as possible.