We’ll help you take charge of your super and get the most of your retirement savings.
A Self Managed Superannuation Fund (SMSF) is a private superannuation fund that you manage yourself, giving you full control over how your superannuation is invested. An SMSF can have up to six members, who share the responsibility of decisions made about the fund.
Managing an SMSF takes substantial time and skill, but can also come with significant benefits:
Members of an SMSF have complete control over their investment choices, including asset types that are not typically offered by retail or industry funds.
You can tailor your investment strategy to suit your individual retirement goals and personal financial circumstances.
SMSFs can be more cost-efficient due to lower administrative costs.
Families or close associates can pool resources together to grow their superannuation balance and invest in larger, potentially higher-yielding assets.
SMSFs provide flexibility in how benefits are passed to beneficiaries, allowing you to integrate your superannuation with your broader estate planning.
Like other superannuation funds, SMSFs benefit from concessional tax rates, with income taxed at 15% in the accumulation phase and potentially 0% in the pension phase.
To gain the benefits of an SMSF, and confidently take on the responsibilities for complying with super and tax laws, it’s important to have professional support who can give you financial advice.
Setting up an SMSF involves adhering to strict legal and tax rules set by the Australian Taxation Office (ATO). We’ll help you to make sure your fund meets all compliance requirements from the outset.
Whether as individual trustees or a corporate trustee, based on your goals and circumstances.
We can assist in developing compliant and effective investment strategies that suit your financial goals.
We’ll help to ensure your fund operates within the concessional tax framework and help you maximise tax benefits while avoiding costly errors.
SMSFs require regular financial reporting, auditing, and tax return submissions. We can manage these responsibilities, freeing you up to focus on investment decisions.
SMSF Financials, Tax Returns,
minutes and resolutions
Starting from $2,200 + GST