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Self-Managed Superannuation Funds

The Australian superannuation system provides a tax effective environment within which to grow superannuation balances for retirement.

Our specialist team has extensive knowledge of legislative requirements and can identify opportunities to maximise your wealth within a Self-Managed Superannuation Fund (SMSF).

How we can assist you….

  • Preparation of Annual Financial & Member Statements
  • Preparation and Lodgement of Annual Income Tax Returns
  • Managing Annual Audit requirements
  • Monitoring and management of existing pensions
  • Assistance with Fund’s Investment Strategy
  • Taxation advice
  • Managing Regulatory Compliance

As of 1 July 2016, ASIC requires financial advice to be given only by someone who holds a limited Australian Financial Services Licence (Limited AFSL). If an accountant does not hold an AFSL then they cannot give any advice on the establishment of an SMSF, any contributions advice or pension advice, regardless of whether it’s in their client’s best interest.

As we operate under our own Limited AFSL, we are able to provide specialised financial advice including:

  • Strategic structuring including maximising of contributions
  • Structuring of property including Limited Recourse Borrowing Arrangements
  • Advise about setting up a Fund
  • Structuring of pensions
  • Retirement planning and advice

For more information please refer to our Financial Services Guide page.

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