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When you set up a self-managed super fund, you’re in charge. It’s a major financial decision, and you need to have the time and skills to do it. We can help you with that.

SMSF

There are many reasons a Self-Managed Superannuation Fund (SMSF) might be the best option for you.

  • Complete control over your investment choices.
  • More investment options. SMSF’s can invest directly into residential property, commercial property (including your business premises) and farmland.
  • Lower fees depending on investment levels.
  • Greater flexibility with succession planning to ensure your super goes to the right person and tax effectively.
  • Greater flexibility with pensions and contributions, making it possible to maximize tax savings.
  • The ability to borrow money to invest in allowable assets.
  • Allows family members to pool resources by having up to four members in the one SMSF.

BENEFITS

  • Self-employed (professionals or people running a small to medium business) who wish to have their own cost-effective superannuation vehicles
  • Taxpayers who are high income earners and have a large net worth
  • Retirees who wish to manage their own personal pension funds
  • Employees who want to have a greater say in the investment of their superannuation savings in line with their expectations and needs
  • We are the number one experts in SMSF’s and have an in house SMSF specialist recognised by Chartered Accountants Australia.
  • Setting up your SMSF will be a breeze! Our staff will do all the hard work all you have to do is sign your name! Our office will also complete the annual compliance paperwork. We don’t audit our own funds so independence is maintained and quality assured.
  • Our staff are proactive in providing tax advice around pensions and contributions to minimise your overall tax liability.
  • Ease of mind to choose your own financial planner. We will happily work closely with them to achieve the best possible outcome for you. No commissions are received from your investments.

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Want to get in touch? We’d love to hear from you.