Self-Managed Super Funds
Self-managed super funds “SMSF” are tax effective investment vehicle to save for your retirement and wealth protection tool for you and your family.
The difference between SMSF and other types of funds is that the members of SMSF are usually also the trustees. This means the members of the SMSF run it for their benefit and are responsible for complying with the super and tax laws.
We have the expertise to guide you through the initial setting up process and running a SMSF from year-end compliance and audit requirements. We can help you design a SMSF strategy that complements your other investments, with the flexibility to adapt when new opportunities emerge or as your situation changes.
Superannuation law is a complex and detailed area that comes with a lot of responsibility and can be quite time consuming for Trustees and Members. That’s where we can offer assistance with:
- Establishment of Self-Managed Superannuation Funds
- Annual Compliance and Tax Return preparation, lodgement and advice
- SMSF audits
- Funding requirements for the purchase of assets within your superannuation fund
- Assistance with consolidating your super funds to ensure currency and meet compliance requirements
Talk to a SMSF Expert
Each year, more and more tax payers and investors are taking control of their retirement savings by opening a SMSF. A SMSF can be a cost-effective choice and is best suited to individuals with the time and experience to manage their investments.
Take Control of Your Future
SMSFs are different to other super funds because they’re run by you, so you can invest, manage and build your retirement savings as you feel fit.
We are SMSF Expert
We are experienced and qualified to provide you with a full range of SMSF services to get you set up and managing your retirement fund.
