Take control of your Superannuation

Self-Managed Superannuation Funds

Our team takes care of all the complex reporting requirements of setting up and managing Self Managed Super Funds. Using a fully automated process, Carey Group has been a leader in SMSF’s for over 40 years, delivering cost-effective and timely reporting in a user friendly manner.

Our 3 step guide for setting up an SMSF

SMSF 3 step process step 1

The Plan

In your initial consultation, we will establish your goals. One of the most important steps in the planning process is deciding what type of lifestyle you want, come retirement age.

SMSF 3 step process step 2

Structure

After the initial consultation our team will have all the information they require from you to build your portfolio.

SMSF 3 step process step 3

Tracking Progress

Once your SMSF is set up, you can sit back and relax knowing that we will be monitoring its progress. You can also keep up to date with the progress of your SMSF investments through apps provided by us.

Experts in the field

Joe Carey

Joe Carey

Lead SMSF Accountant

Contact our Team

With over 70 years of combined experience, our team is ready to take on your financial matters with accuracy and focus. Contact us today.

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