Self Managed Super Funds (SMSF)

As one of the fastest growing and most preferred ways to fund your retirement is through a SMSF. A SMSF allows the client to take control of their Superannuation and make decisions on how the money is invested, what type of investment strategy to use and how to reduce the administration costs to ensure their retirement funds grow steadily. SMSF is also one of the most complex field and is closely monitored by the Tax Office, we offer a range of services that will ensure clients and their SMSFs stay compliant to the rules and policies of the Tax Office these include:

  • Helping you decide if a SMSF is the most beneficial solution for you
  • Contracting a Financial Advisor to Prepare a Statement of Advice
  • Advice on Compliance Matters
  • Advice on Taxation Benefits
  • Advice on Employer Obligations
  • Advice on Reporting requirements
  • Establishment of the SMSF by obtaining a Trust Deed, Appointment of Trustees, obtaining a Tax File Number and an Australian Business Number