Superannuation is one of the most important considerations when it comes to retirement planning. It enjoys significant tax concessions, and is a vehicle to create wealth for retirement and the next generation. A Self-Managed Super Fund (SMSF) can be integral to this, and we can help you manage your fund with our SMSF compliance and administration services.
The compliance and auditing aspects of maintaining an SMSF are increasingly complex. Extensive professional knowledge is required to ensure that your SMSF complies with the relevant legislation, including the Superannuation Industry (Supervision) Act 1993 (SISA) and the latest auditing/accounting standards.
Our specialist team has substantial experience and can administer your SMSF, ensuring it complies with legislation.
These are some of the groups we help:
To start with, we will review your current financial position to advise you on the suitability of an SMSF for your situation. We will provide extensive information and explanations of the pros and cons.
Once we have concluded that an SMSF is a good fit for your current and future situation, we will assist you in establishing your SMSF and the transference of your current superannuation to your newly-established SMSF.
We ensure your fund complies with the relevant ATO regulations and audit requirements, and work with you to ensure ongoing compliance. We endeavour to comply with all the relevant ATO lodgement deadlines, and remain available to answer your questions every step of the way.
To help you evaluate your fund’s investment results, we provide ongoing investment reports and we can also collaborate with your Financial Advisor to ensure they have all the information they need.
This is just one member of our senior team.
• We can explain the maze of options within superannuation to help you find the best path forward
• We can determine the most effective and appropriate ways for you to get the most out of your SMSF
• We can clarify your investment philosophy as it pertains to your SMSF
• We can offer an integrated solution that implements strategies across superannuation, tax planning and retirement planning
• We are personable, approachable and straightforward
• We offer quick turnaround times and work to lodgement deadlines
• We can introduce you to Financial Advisors who can advise if an SMSF is right for you
Yes, it is. Income generated in the fund is concessionally taxed therefore there is more after-tax income left to re-invest for retirement and death benefits.
It is possible to start with as little as $100,000 if you have growth plans.
Yes, and we can ensure you have access to the best advice.
Many types of investments are possible. Acquiring a property through the SMSF may be useful for certain long-term objectives, as well as for business use. Keep in mind, it may not be suitable for self-funded retirees as the net rental income after all expenses may not be sufficient to support their lifestyle.
This is a good strategy for transitioning wealth across generations in a tax-effective way. However, keep in mind that it may involve sharing your financial situation with your children.
Download our SMSF Management services brochure here.