Self Managed Super Fund (setup & Management)
Are you considering an SMSF? Setting up a Self-managed Super Fund (SMSF) can allow you to choose where you invest your super money, giving you control, flexibility and have a more transparent understanding on how their investments are performing. With a personal investment strategy, you could reach your financial retirement goals. Engaging a professional SMSF advisor means that you can be rest assured that your fund is properly set up, complies with ATO regulations.
Enjoy the Benefits of a Self-Managed Super Fund
- Ability to invest directly in property.
- SMSFs can be the most tax-effective entity.
- Third Party Greater control of investments within your superannuation
- More control and flexibility within your super
- Potential higher net returns
- Ability to draw-down a tax-free pension once you reach retirement age.
- Ability to increase your SMSF balance through contribution strategies.
Our SMSF Services
While there are incredible benefits in self-managed approaches, there is also a lot of complexities and administration involved. we can offer you a full range of services, from fund establishment to an ongoing administration service. Our superannuation
services include:
- SMSF set-up and administration, including annual financial statements.
- Reviewing the rate of return on your investments and comparing them to various benchmarks
- SMSF tax and regulatory advice
- SMSF audit by a third party SMSF auditor