Supporting Your SMSF Journey With Carey Group

For over 70 years, Carey Group has been a trusted financial services provider in regional Queensland, offering a broad range of services including accounting, financial planning, business advisory and SMSF administration. With offices across Townsville, Cairns, Ingham, Malanda and Brisbane, the firm combines deep local knowledge with professional expertise and modern technology.

Carey Group’s SMSF services are designed to give you greater control over your retirement savings. Their experienced team works with you to establish a fund that aligns with your goals, helping to develop a suitable strategy, structure and investment mix tailored to your needs.

At the helm of the SMSF team are Senior SMSF Manager Sandra Kerber and SMSF Manager Tania Barnes. With decades of combined experience, Sandra and Tania bring exceptional technical knowledge, attention to detail and a strong focus on compliance. They take pride in providing personalised support and strategic guidance to help clients manage their funds with confidence.

Once your SMSF is established, Carey Group provides ongoing administration, real-time reporting and regular reviews to ensure your fund stays on track. Their use of automated systems streamlines annual audits and lodgements, making the process efficient and stress-free.

Whether you are setting up your first SMSF or optimising an existing one, Carey Group offers the expertise, tools and support to help you grow your retirement wealth, backed by a team who understands the unique needs of regional Australians. Visit www.careygroup.com.au or call 07 4760 5900 for more information on how Carey Group can help.