We provide a comprehensive SMSF Accounting, Compliance and Administration service with our partners. We take care of the fund setup if looking to establish a fund, and if you have an existing SMSF we can assist you to transfer your fund to our service. We support you with the fund's paperwork - tax returns, member contribution statements and the annual audit.
We pride ourselves on outstanding customer service. You have direct access to your own Superannuation Associate Advisor or Advisor (degree-qualified), personally tailored investment advice and support from our team.
As a Barnes Wealth Management Client, you also have access to strategic and investment advice from our specialist advisors as well as estate planning and property investment advice.