Superannuation isn’t just a retirement savings strategy
It’s the linchpin of a comprehensive financial plan that extends its influence across various aspects of your life. While it’s mandatory for employees and optional for the self-employed, the universal consensus is that it’s a fantastic idea for everyone.
SMSF
Self-managed super funds (SMSFs) stand out as a favored option for Australians seeking to secure their super benefits. SMSFs offer unparalleled control over these benefits, ensuring they align seamlessly with all facets of a financial plan. This encompassing approach extends to estate planning, given that super benefits typically fall outside the purview of a will, necessitating specific arrangements for their posthumous management.
Our comprehensive SMSF services span from establishing a new SMSF and overseeing contributions and investments for both new and existing funds to ensuring compliance with the various facets of super law. Additionally, we can assist you in leveraging your SMSF to optimize your life insurance arrangements.
Here are some of the things we can help you with:
- Fund establishment
- SMSF annual accounts and tax returns
- Fund administration
- Arranging SMSF audits
- Transition to retirement and pension establishment
- SMSF borrowing
Contact Us
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