Self-Managed Superannuation Funds

SMSFs offer greater control, flexibility, and investment choice — but they also come with compliance obligations and complexity.

At Brooks & Partners, we provide end-to-end SMSF support, from fund setup and compliance to investment strategy and trustee education.

Whether you’re exploring property inside super, direct shares, or more complex asset structures, we ensure your SMSF aligns with both your goals and the law.

Services include:

  • SMSF establishment and rollover management
  • Ongoing compliance and reporting
  • Investment strategy design and asset selection
  • Coordination with accountants, auditors, and legal partners

Brooks & Partners is your trusted partner in navigating life’s financial decisions — big and small. Our financial planners take a proactive, personal approach, ensuring your financial strategy evolves with you.
📞 Ready to take the next step? Book a discovery session with one of our licensed financial advisers today.
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