Self-Managed Super Funds (SMSF)
Our in-house financial planner guides our clients through the process of setting up, maximising and auditing Self-Managed Super Fund (SMSF) arrangements.
Establish a SMSF
Our in-house financial planner can help you set up a SMSF, including completion of all regulatory and statutory paperwork and relevant advice.
SMSF Administration, Management and Compliance
We use CLASS software to complete your annual administrative, statutory and taxation requirements in a timely and efficient manner.
Tax-Effective Contribution and Income Stream Strategies
We ensure your concessional (deductible) contributions are maximised and, if relevant, income streams are withdrawn from the fund to minimise income tax by both you and the fund.
Audit and Actuarial Certificate Services
We liaise with an external auditor and actuary to ensure all obligations are met and satisfied.
SMSF, Financial Planning and Investment Advice
Our in-house financial planner can provide you with expert superannuation planning, advice and strategies including pension/income stream strategy and advice, estate planning and investment advice.
Limited Recourse Borrowing Arrangements
Our in-house financial planner will work with you to determine whether this type of investment is right for your SMSF and your business, taking into account all facets of the investment process.
Request a Consultation here
ASK ONE ADVISORY FOR AN INITIAL CONSULTATION
Liability limited by a scheme approved under Professional Standards Legislation