We work with you to ensure the process of managing your own fund is enjoyable, rewarding and on track to achieving your long-term goals.
The benefits of running your own fund can include:
- Control – you, the trustee, have complete control over what happens within the fund
- Investment Choice – you set the investment strategy for your fund whether it be direct shares, high yielding cash accounts, term deposits, income investments, direct property and more
- Taxation – like all super funds, SMSFs benefit from a concessional tax environment where earnings are taxed at 15% in Accumulation Phase and tax-free in Pension Phase
- Transparency – allows trustees to align their personal goals with their investment decision so if your passionate about property, shares or sustainable and ethical investing, SMSFs can provide a platform to allow you to understand where your money is invested, its performance and resulting tax treatment.
- Pooling of Assets – An SMSF currently allows a trustee to combine their superannuation assets with other members to create a larger fund balance to increase the investment opportunities with only one set of fees.
We can assist with the following core services in relation to your SMSF
- Advice on compliance and taxation matters
- Advice on taxation benefits
- Superannuation Audits and Annual reporting obligations
- Administration and Management of your fund
