Self Managed Super Funds

Self Managed Super Funds

Self managed superannuation funds (SMSF) can be a great investment tool for your future, depending on your circumstances.


They can allow you to take full control of your savings for retirement. However, if you are planning to use a SMSF you need experts who understand the benefits and challenges of using such funds and can guide you through the technicalities and compliance matters.

CONNECT WITH US

Self Managed Super Funds

Self managed superannuation funds (SMSF) can be a great investment tool for your future, depending on your circumstances.


They can allow you to take full control of your savings for retirement. However, if you are planning to use a SMSF you need experts who understand the benefits and challenges of using such funds and can guide you through the technicalities and compliance matters.

CONNECT WITH US

What we cover.

Our specialised self-managed superannuation fund team provide all your SMSF needs including set-up, preparation and lodgement of income tax returns, financial statements. We will also help you with the audit of your fund, keep you up-to-date with rules and regulations and make sure you have the right planning in place for your retirement.


  • Self-Managed Super Fund Advice
  • Superannuation Planning
  • Investment and Retirement Planning


Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative (CAR 277821) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969 Australian Financial Services Licence (AFSL) No. 223135. 


Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Capstone Financial Planning Pty Ltd and its Authorised Representatives do not accept any liability for any errors or omissions of information supplied in documents on this website.

What we cover.

Our specialised self-managed superannuation fund team provide all your SMSF needs including set-up, preparation and lodgement of income tax returns, financial statements. We will also help you with the audit of your fund, keep you up-to-date with rules and regulations and make sure you have the right planning in place for your retirement.


  • Self-Managed Super Fund Advice
  • Superannuation Planning
  • Investment and Retirement Planning


Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative (CAR 277821) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969 Australian Financial Services Licence (AFSL) No. 223135. 


Before making any financial or investment decisions, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Capstone Financial Planning Pty Ltd and its Authorised Representatives do not accept any liability for any errors or omissions of information supplied in documents on this website.

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The people I interacted with were pleasant, very helpful and the advice I received was good. The follow up on upcoming appointments or any outstanding items is very good also.


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We cannot speak highly enough of Paul Logan and BMO. We really appreciate our long-standing relationship with the team and would recommend them

to anyone.


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BMO has been our accountants for over 30 years. Always courteous, professional and prompt.




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