Self Managed Super Funds

Specialist SMSF support, right here in Mount Gambier.

Managing your own super comes with greater involvement, and plenty of responsibility.

J & K Corporate has a dedicated Self Managed Super Fund division providing specialist support across SMSF establishment, administration and compliance.

Led by director Jo, our team combines specialist SMSF knowledge with the personal, accessible approach J & K Corporate is known for.

Dedicated SMSF expertise.

This isn’t simply an add-on service for us.

J & K Corporate manages one of the larger Self Managed Super Fund portfolios in Mount Gambier, with dedicated staff working specifically within this area.

That means you’ll have a team familiar with the ongoing requirements of SMSFs, backed by broader taxation and accounting expertise when your circumstances extend beyond the fund itself.

Professional expertise, personal service and people you can actually talk to.

1.
SMSF Establishment

Support with establishing a Self Managed Super Fund and navigating the requirements involved in getting your fund set up.

2.
SMSF Administration

Ongoing administration support to help keep your fund organised and its requirements managed.

3.
SMSF Compliance

Support with the ongoing compliance obligations associated with operating your Self Managed Super Fund.

Our Approach

Specialist knowledge, with the bigger picture in mind.

Your Self Managed Super Fund is only one part of your broader financial circumstances.

One of the advantages of working with J & K Corporate is having dedicated SMSF expertise alongside our broader taxation and accounting services.

We take the time to understand your circumstances, explain what’s relevant in language you understand and provide considered support as your needs change.

Because when it comes to something as important as your super, you should feel confident that the people looking after the accounting and compliance side understand more than just the numbers in your fund.

Looking for Self Managed Super Fund support in Mount Gambier?

Whether you already have an SMSF or need support with establishing and managing one, start with a conversation with our team.

J & K Corporate supports Self Managed Super Fund clients throughout Mount Gambier, the Limestone Coast, Western Victoria and beyond.