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Self Managed Super Funds (SMSFs)

This is still the “best game in town” for effective long term wealth accumulation in a protected environment. SMSFs are best suited to investors with at least $1 million in benefits and who seek control over investment strategy.

Our Business Services Teams manage the accounting, reporting, taxation and compliance requirements for the SMSFs of our business owner clients. Whether in accumulation or pension phases, all aspects of member reporting, taxation and actuarial requirements are attended to.

Consulting services

Our superannuation specialists advise our pension strategies, death benefit nomination, reversionary pensions and mitigating tax on the death of a superannuant.

Public offer superannuation fund

Fordham is a specialist part of Perpetual, one of Australia’s most experienced trustee and investment groups. For those suited to investing through a public offer superannuation fund, Perpetual offer a Super Plan and Pension Plan available through the Perpetual Select Superannuation Fund, issued by Perpetual Superannuation Limited. The Product Disclosure Statement should be considered before deciding to invest in the fund.

Further information

Visit Perpetual Select for further information.