| Thinking of setting up your own self managed superannuation fund (SMSF) or fed up with your existing SMSF accountant? Then speak to us about how we might be able to help you. We currently act for over 80 SMSF clients and have many years of experience and knowledge in an increasingly popular and specialised area. As the name suggests, a SMSF allows members to control their own superannuation investments for their retirement. Clients can benefit from using a SMSF over traditional industry and retail superannuation funds by having access to more flexible investment choices and being able to implement more tax effective strategies. Our SMSF services fall broadly into the following areas: - Fund Establishment – once you have obtained the appropriate advice from our financial planning referral partner, this includes the actual establishment of the fund in conjunction with our lawyers, through to the various steps required to have the fund ready to place investments. During this phase, we would also guide you through the ongoing regulatory requirements.
- Compliance – we can attend to the preparation of all tax, accounting and other compliance documentation via the Class Super administration platform to ensure your SMSF meets all ATO reporting requirements. We will also organise on your behalf for the annual independent audit to be completed by SMSF Compliance Audits Pty Ltd.
- Strategy – our aim is to provide you with ongoing information in order for you to maximise your overall tax position. This includes strategies such as borrowing, retirement and contributions. If necessary, our financial planning referral partner can provide you with the appropriate advice.
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