Self-managed super fund (SMSF) setup

Did you know you ordinary Australians like you – employees, business owners, everyday mums and dads – can directly control your superannuation and invest in assets like gold, silver, crypto and property? You can via a ‘self-managed super fund’ (SMSF).

What is a self-managed super fund?
Quite simply, an SMSF is a super fund that you manage yourself. Some people think that this would be too complicated to set up, or that they could not manage it themselves.

We help you see how simple, easy, flexible, and cost-effective SMSFs are to set up and run.

Why set up an SMSF?
An SMSF has many advantages, including

CONTROL – you have total and direct control over your super;

CHOICE – you have a wider range of investment options, including bullion , property and more;

SAFETY – you select your risk level with more investment options to choose from;

LEVERAGE – you can borrow to buy property;

FLEXIBILITY – you manage your super directly, so you can act quickly when needed without having to wait on the phone for hours to speak with your provider, or fill in copious complex forms for everything;

TAXATION – 15% tax on income, 10% tax on any capital gains, and can be tax free after age 60;

FAMILY WEALTH – the whole family can join the SMSF (up to 6 members); and

FEES – once the combined balance in the SMSF is greater than $150,000 your SMSF can be more cost effective to run.

Remember: it’s your super, it’s your choice.

Call us to find out more

1300 333 121

SMSF accounting, administration, and compliance

Once your self-managed super fund is up and running, our expert team of SMSF accountants can help you make sure it is administered within ATO guidelines. 

 

We’ll help make sure your SMSF and ASIC paperwork is in order and up to date, reviewed by an independent auditor, and lodged with the ATO compliantly and on time.

Call us to find out more

1300 333 121

Individual income tax return preparation

Need to catch up on your personal tax returns? Or looking for help to make sure your tax strategy is optimal? Whatever the case, we can help.

 

If you’re considering a property investment or setting up a self-managed super fund (SMSF) it’s important to make sure your personal tax strategy is right to make sure you don’t miss out on possibly $100s or even $1000s in tax benefits.

Call us to find out more

1300 333 121