Your local self managed super specialists

In Evolution Road, you have a superannuation partner for life. Catering to all aspects of SMSF including administration and taxation, with the ability to provide customised strategic and investment advice, the objective to navigate a comfortable road to retirement.

Control your own retirement funds

Is a SMSF right for you? There are plenty of reasons to establish your own fund, whether it be investment flexibility such as buying residential property, reducing administration fees or maximising long term tax savings. However, they aren’t for everyone! Acquaint yourself with knowledge and download our free SMSF Guide.

Popular assets that SMSF trustees invest in

Australian
Shares
Managed
Funds
Residential
Property
Commercial
Property
Cash &
Term Deposits

Setting up a self managed super fund

Evolution Road can assist with the process from start to finish

Select the trustee structure of the fund.

Appoint the trustees. An SMSF can have a maximum of four members.  

Establish the trust deed. The trust deed outlines the rules for the SMSF.

Register the fund. You will need to register the fund with the ATO.

Set up a bank account for the fund.

Develop and implement an investment strategy.

Select the trustee structure of the fund.

Appoint the trustees. An SMSF can have a maximum of four members.  

Establish the trust deed. The trust deed outlines the rules for the SMSF.

Register the fund. You will need to register the fund with the ATO.

Set up a bank account for the fund.

Develop and implement an investment strategy.

Cloud based transparency with Class

Evolution Road provides a customised cloud-based investment and accounting platform for all SMSF trustees so that they can keep abreast of asset performance, contribution limits to superannuation and pension payments in retirement. A functional and transparent way to keep track of your super monies.

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