What we do
Self Managed Super Funds
Over the last decade the presence of self-managed super funds (SMSF’s) has been on the rise.
The presence of self-managed super funds (SMSF’s) has increased over time. Because you are the trustee, SMSF’s come with strict regulatory and legal obligations. We can provide you with the right advice including whether an SMSF is suitable to meet your financial goals for your specific circumstances.
Our specialist financial advisors can help guide you and offer advice and strategies that are most appropriate for you, such as.
- Assisting in setting up an SMSF
- Transferring assets into your SMSF
- Setting up arrangements to allow your SMSF to borrow and invest, perhaps for your business premises
- Ensuring your SMSF is tax effective
- Working together with your accountant to assist them to prepare SMSF accounts, tax returns, pension documentation and other superannuation release paperwork
- Estate planning opportunities and inter-generational wealth transfer strategies that are unique to SMSF’s
General Advice Warning: Any advice provided on this site is of a general nature only, you should consider whether it is appropriate for your personal objectives, financial situation and needs prior to acting on this information.
