29+ Years advising Australians
6,000+ Clients across the country
$3.8B Funds under advice
8 Offices nationally
— SMSF Advice in Picton
SMSF specialists behind your local team.
Wollondilly trustees often hold something specific in their fund: business real property for a local trade, or rural and rural-residential land. Those structures need careful SMSF advice, and the Picton office connects you to AGS's dedicated SMSF division, which administers more than 500 funds.
Your local Picton adviser, from the team that came across with Hartley Financial in September 2026, works with those SMSF specialists so your fund strategy lines up with your wider financial plan, tax and estate arrangements.
Fund administration runs efficiently online via Class, with meetings at the Argyle Street office or by video.
— What we do
How we help Wollondilly & Macarthur trustees
SMSF strategy & setup
Advice on whether an SMSF suits you, and correct establishment if it does.
Learn more →Administration & compliance
Annual accounts, tax and compliance managed online via Class.
Learn more →Independent audit
Coordinated annual audit to keep the fund compliant.
Learn more →Pension phase
Moving the fund into pension phase and drawing a tax-effective income.
Learn more →Contribution strategy
Concessional and non-concessional planning within the caps.
Learn more →SMSF estate planning
Binding death benefit nominations and succession coordinated with your will.
Learn more →— Local knowledge
SMSF advice grounded in Wollondilly and Macarthur.
Self-employed tradies and business owners across the region often want their premises or equipment held in super, and landholders ask about rural property in an SMSF. These are exactly the structures our SMSF specialists handle, coordinated through your local Picton adviser.
From Picton, Tahmoor and Bargo to Camden, Wilton and Campbelltown, we work with trustees at the Argyle Street office or online.
Book a free initial discussion— Also in Picton
One team, every service.
— Questions answered
SMSF Advice in Picton
— your questions.
Can't find what you need? Call us on 1300 55 44 77.
Is SMSF work handled locally in Picton?
Your local Picton adviser is your point of contact, backed by AGS's dedicated SMSF division that administers 500+ funds. Strategy, administration, compliance and audit are handled together, with meetings at Shop 2, 139 Argyle Street or by video.
Can I hold business or rural property in my SMSF?
Often yes. Business real property can be held in an SMSF, and the rules around rural and rural-residential land, limited recourse borrowing and in-house assets all matter. These are structures our SMSF specialists handle regularly for Wollondilly trustees.
How is the fund administered?
Administration runs efficiently online via Class, with annual accounts, tax and compliance handled by a dedicated team and an independent audit each year. You can meet in Picton or work with us by video.
Can you coordinate SMSF with my planning and tax?
Yes. As part of AGS, your SMSF, financial planning and accounting sit under one roof, so contributions, pension phase and tax are coordinated rather than handled separately.
What is the history of the Picton office?
Picton was the home of Hartley Financial, acquired by AGS along with Tax & Wealth in September 2026. The same local team now serves the region, backed by AGS's specialist SMSF, planning and accounting divisions.