We can explain how a Self-Managed Superannuation Funds (SMSFs) might work for you and your dependents.

We can help you to:

• Understand the tax advantages of having an SMSF
• Establish your own SMSF, or wind down an SMSF
• Costs involved in setting up an SMSF
• Advice on the role and responsibilities of SMSF trustees and members
• Rollover super from other funds to your SMSF
• Know whether your SMSF can borrow and remain compliant
• Work out how to make effective super contributions
• Understand and use transition to retirement strategies
• Commence a pension in your SMSF
• Comply with the maximum contribution and account balance regulations

This is all considered as part of your Financial Plan.

With our advice we can help to ensure that you meet your legal obligations as a Trustee and Member.  Failure to meet these obligations can result in severe penalties and income tax costs.

Our services for SMSF owners include:

• Preparing SMSF financial statements and tax returns
• Tracking member account balances and components
• Keep detailed records on your investments in order to assess market valuations and Capital Gains Tax calculations
• Monitor and track contributions and pensions made to/from your SMSF
• Assisting you with compliance of your SMSF with relevant legislation
• Lodgement the SMSF annual return

We can help you establish a SMSF to take control over your superannuation investments with confidence.

Contact us today.