Self Managed Super Funds (SMSF) Townsville

The Plan – Tailored to Your Retirement Goals

Every successful SMSF begins with a solid strategy. When you sit down with the Carey Group Townsville team, we’ll take the time to understand your retirement lifestyle goals, review your current financial position, and develop a personalised roadmap for your fund. We’ll assess your income, expenses, assets, and liabilities to ensure your SMSF is set up to perform now and into the future — giving you clarity, structure, and peace of mind as you plan for retirement.

Structure – Built to Suit Your Needs

Once your retirement goals are clear, our Townsville-based SMSF specialists will create a customised investment portfolio and fund structure that aligns with your risk profile and long-term objectives. We take a transparent, comprehensive approach — considering your investment timeline, preferred asset mix, and regulatory requirements — all while keeping you informed and empowered throughout the process.

Tracking Progress – Stay in Control with Ongoing Support

Once your SMSF is established, Carey Group Townsville provides ongoing support and expert oversight. With easy-to-use apps and real-time reporting tools, you’ll have full visibility over your fund’s performance whenever you need it. Our local team ensures your fund stays compliant, manages annual reporting and audits, and is always available to help you refine your strategy as your circumstances and goals change.

Our History

Carey Group has proudly served Northern Queensland since 1951. From our beginnings in Ingham to our expansion into Cairns and Townsville, we’ve remained committed to delivering expert financial services with a personal touch. Our SMSF offering combines decades of technical knowledge with the latest technology, ensuring accurate, cost-effective reporting and guidance you can trust.