SELF MANAGED SUPER FUND (SMSF)

We make managing and growing your SMSF easy. Our experienced and leading edge tools and systems allow us to deliver services more commonly associated with large scale administrators. However, as a local firm we continue to be able to work closely with you to maximise the value of your SMSF.

You may be aware SMSF’s have become a very popular structure for individuals, families and businesses that want more control over how their superannuation is invested. Our team are here to assist you with all of your decisions/options and provide information on how to establish your own SMSF; including the advantages and disadvantages of owing a SMSF, borrowing to purchase property, pension establishment, fund administration, changing funds, rollover issues and closing funds.

We co-ordinate advice for SMSF’s in areas such as asset allocation, shares, property, transition into retirement plans, pension allocation and cash flow forecasting. Using market leading software (Class Super) we also have the ability to set up broker and bank feeds to help you manage your money as efficiently as possible. We can also offer an online portal to view your Superannuation balance at the click of a button.

If you already have an existing SMSF and you’re looking for advice or would like to discuss how a SMSF could benefit you, our dedicated team of professionals are here to help and advise you through every step of the process.

BENEFITS

• Once you’ve set up the fund, you’re in control.

• You have ultimate flexibility over where your superannuation is invested.

• There are compelling tax advantages and other cost saving strategies.

• Class Super is used to process your superannuation funds quickly and efficiently.

BARRIERS

• Other products in the market may be more suited to your needs.

• SMSF’s can be expensive, so the fund will need to be substantial enough to make the fees worthwhile.

• With greater control comes greater responsibility – you make the investment decisions and are responsible for complying with the law, but with the right advisors at your side the whole process is made easy.