Self-managed Super Funds

Do you want to be in control of your future retirement?

Self-managed Superannuation Funds

Our partnership with BGL empowers our provision of hassle-free SMSF services

Business premises

We specialise in helping companies purchase a business premises with superannuation. We guide our clients through the process which may include:

  • SMSF formation and superannuation rollover for a business premises acquisition

  • Bare Trust establishment for borrowing within SMSF to help fund the purchase of a business premises or other real business property

Direct investments

We give our clients greater transparency and control of their superannuation investment portfolios by expanding the accessible investment asset classes. Unlike retail and industry superannuation funds, SMSFs can directly invest in assets such as Gold Bullion or even Cryptocurrency for sophisticated SMSFs with an appropriate investment strategy and risk profile.

Artificial Intelligence

BGL Simple Fund 360 automates notifications for ASX Corporate Actions, and includes artificial intelligence powered smart transaction matching and review technology so we can work smarter, faster and with more accuracy.

BGL Simple Fund 360

Our SMSF administration services are managed with BGL Simple Fund 360 - a cloud-based SMSF software which streamlines SMSF compliance management and administration with award winning, AI-powered and innovative technology. BGL has a growing ecosystem with 350+ partners and data feeds including banks, brokers, registries, actuaries, audit solutions, document providers and more!

Engage by BGL

Engage by BGL is a next generation mobile app which helps us better engage our clients with the following features:

  • Member Allocation Overview

  • Investment and Pensions Dashboards

  • Tracking of Contributions Limits

  • Trustee Query for easy communication with clients

Financial Advice

We strongly recommend that you seek ongoing advice from a financial advisor if you setup an SMSF.