Are you thinking about a self managed super fund or SMSF? We can help, we have the answers to your SMSF questions and can provide the appropriate SMSF solution tailored to you.
An SMSF is a self managed super fund, which allows you to manage your own retirement savings.
Things to consider
Do you have enough time, knowledge and skills to manage your own super an meet your legal and other obligations.
Do you need the additional benefits an SMSF can provide?
Do you have enough super to make an SMSF cost-effective?
More investment control
More investment choice
One fund for the family
Ability to borrow to make larger investments
Potential tax savings
Greater estate planning certainty and flexibility
Choose a trustee structure
Obtain a trust deed
Sign trustee declarations
Register with the ATO
Open a bank account
Record members’ TFNs
Prepare an investment strategy
Accept contributions and rollovers
Plan for the future
We can offer guidance and help if you need it.
Is an SMSF right for you or your family?
Getting the set-up right.
Ensuring compliance with investment, insurance and ongoing obligations.
Making the most of your SMSF.
Understanding alternative investments.
Estate planning considerations.
This series of videos from the Australian Tax Office gives a good overview of what is involved with running a self-managed superannuation fund.