Self Managed Superannuation

Looking to setup a Self Managed Super Fund (SMSF)?

We can help you understand the compliance obligations and tax benefits of establishing a SMSF and guide you in the right direction

With the introduction of the FOFA regulations, we strongly recommend that you engage the services of a trusted licensed Financial Planner to undertake a review of your existing Superannuation Fund(s) to be compared against the benefits of a SMSF, as there are situations where the benefits within your existing super outweigh the benefits of a SMSF

Whilst under the FOFA regulations, we are unable to prepare this analysis on your behalf, we would be more than happy to introduce you to or work with your Financial Planner in preparing any such review and assist you in interpreting it once prepared to ensure that you are making the right decision

Once you have made the decisions to establish an SMSF, we can assist in the following:

Register your SMSF and its Corporate Trustee
Registrations including ABN & TFN
Preparation of accounts for external auditing
Preparation of Annual Financial Statements
Preparation of Income Tax Returns
Setup a meeting with our Financial Planner to consider Life Insurance within your Super Fund (as required under changes to the SIS Legislation)

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