Assist with setting up funds, administration and compliance work. Liaise with audit procedures and timely taxation lodgements with the Australian Taxation Office.
An increasing number of people are recognising the advantages of taking control of their retirement strategy and making their own investment decisions. They are able to have such controls over their funds by setting up Self Managed Superannuation Funds (SMSF).
An SMSF provides members of the fund a lot more control over their fund assets and investment strategies than a typical industry or retail fund. Subsequently, the members are able to customise their own investment strategies. Moreover, they are able to select specific assets such as listed securities, term deposits, international shares, units in a unit trust, real estate and so on.
Our SMSF specialists are able to assist in the following:
- setting up a fund
- administration and compliance
- update you on critical and relevant superannuation updates
Our firm has connections to various financial planners who are able to assist with investment decisions. Please call our office if you wish to speak to someone about SMSF.