Self-managed super funds (SMSF)
We all want to live the good life in retirement … don’t we?
A well-managed superannuation fund can be the difference between your retirement years including a home with a view, overseas holidays and fine wine, versus scrimping and saving for a simple weekend away. We’ve all worked hard, and we deserve to make our money work FOR us as we get older.
We have a team of experts who can assist in personalised planning tailored to you, the individual. We don’t simply deal out one solution for everyone who walks through our doors. We get to know our clients. We understand their dreams and we help make them become reality.
Why choose a SMSF?
As the Government encourages Australians to take responsibility for saving for retirement, self-managed superannuation funds (SMSF) are an effective means of enabling people to reach their financial retirement goals. In short, they offer financial freedom [we’ll cheers to that!].
Manging your own fund allows you to control your investment strategy and reduce tax while obtaining tax benefits and controlling administration costs.
The difference between an SMSF and other types of funds is that the members of an SMSF are commonly the trustees, which means the members run it for their own benefit and are responsible for complying with the super and tax laws. This is where we can help.
Services we offer include:
- Establishment of SMSF, tailored to individual circumstances;
- Completion of information for Insurance and Superannuation Commissions;
- Superannuation audits;
- Advice on compliance matters, taxation benefits and employer obligations.