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What is the best approach to protecting your assets? If wealth preservation and properly safeguarding your assets is important to you, we have the tools that may assist you.

In the event of a family breakup, we have strategies that may reduce your personal income tax burden

We can help you formulate a retirement plan so you can concentrate on your next holiday

Want to keep in control of your SMSF Compliance obligations?

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We can provide you and your business with tax saving strategies.

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What is a SMSF?

Self-managed super funds (SMSFs) are a way of saving for your retirement.  The difference between a self-managed super fund and other types of funds is that the members of a self-managed super fund are usually also the trustees. This means the members of the self-managed super fund run it for their benefit and are responsible for complying with the super and tax laws. 

Thinking About SMSF?

If you set up a self-managed super fund (SMSF), you’re in charge – you make the investment decisions for the fund, and you’re held responsible for complying with the super and tax laws. It’s a major financial decision and you need to have the time and skills to do it. There may be better options for your super savings.

A self-managed super fund must be run for the sole purpose of providing retirement benefits for the members or their dependants. Don’t set up a self-managed super fund to try to get early access to your super, or to buy a holiday home or artworks to decorate your house. These things are illegal.

Our experienced team can provide advice to members and trustees, from set up, contribution caps, capital gains tax, administration and other complex superannuation tax issues. 

We can provide the advice and guidance to help you fulfill your duties and obligations.

REF:

https://www.ato.gov.au/Super/Self-managed-super-funds/

Learn more about Self-Managed Super Funds

Schedule a time to talk to one of our Self managed Super Fund Specialist who can help you:
Is a self-managed super fund right for you?self-managed super funds are not always right for everyone
Self-managed super fund and your obligationsHow to setup an SMSF
Learn about SMSF resourcesHow to manage SMSF audits
    

Don’t wait until it’s too late. Contact us, today

What is a SMSF?

A self managed super fund is often referred to as a SMSF or “Do It Yourself” (DIY) super funds. Similar to other superannuation funds, Self managed super funds invest contributions made by members, provide benefits to members when they retire and provide death benefits to beneficiaries in the event…
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SMSF banner image

What is a SMSF?

Self-managed super funds (SMSFs) are a way of saving for your retirement.  The difference between an self-managed super fund and other types of funds is that the members of a self-managed super fund are usually also the trustees.

This means the members of the self-managed super fund run it for their benefit and are responsible for complying with the super and tax laws. 

Thinking About SMSF?

If you set up a self-managed super fund (SMSF), you’re in charge – you make the investment decisions for the fund and you’re held responsible for complying with the super and tax laws.

It’s a major financial decision and you need to have the time and skills to do it. There may be better options for your super savings.

An self-managed super fund must be run for the sole purpose of providing retirement benefits for the members or their dependents.

Don’t set up an self-managed super fund to try to get early access to your super, or to buy a holiday home or artworks to decorate your house. These things are illegal.

Our experienced team can provide advice to members and trustees, from set up, contribution caps, capital gains tax, administration and other complex superannuation tax issues. 

We can provide the advice and guidance to help you fulfill your duties and obligations.

REF:

https://www.ato.gov.au/Super/Self-managed-super-funds/