We believe that a Self Managed Super Fund (SMSF) plays an essential role in a long-term wealth creation strategy. We take a holistic approach when servicing clients, and with SMSFs, you can increase control over invested funds, widen investment choice, and have greater flexibility in managing pensions.
The benefits of an SMSF are numerous. For instance, it offers asset protection, allows investing in direct property, provides greater control over tax management, and allows for more significant flexibility in managing pensions.
Our team can provide you with expert advice on the establishment and compliance of your SMSF. We can help you with registration, trustee responsibilities, tax management strategies, and administration of limited recourse borrowing arrangements. We can also prepare annual financial statements, income tax returns, and facilitate the annual SMSF audit.
Please note that setting up an SMSF is a significant financial decision, and we recommend that you consult with a trusted financial advisor with an Australian Financial Services License to determine if an SMSF is the right option for you.
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