Self-Managed Superannuation Fund

SMSF is one of the most popular super management strategies nowadays.

According to ATO records, there were about 584,802 SMSF structures as 2018 financial year and estimated nearly 600,000 SMSF as March 2019 account for $747 billion, or about 27% of the $2.7 trillion invested in superannuation. Why this?

The main attractions of SMSF’s are the ability for members to have control over the choice and management of their investments and the ability to diversify their investment portfolio. It also provides benefits including asset protection, retirement income control (lump sum payment, continue investing, or received as pension), and pool together whole family members’ superannuation to increase the capacity of investment.Everyone should think about how they can benefit from the SMSF structure for their family.

We assist our clients with structuring the SMSF and all related complying documentation.
We provide clients the complete service with assistance to meet all compliance requirements within the complex SMSF regulations.
We process financial statements and access actuarial and auditing services through our business networks.

We have the expertise to help clients to enter borrowing arrangements which meet the strict SMSF regulations of borrowing including limited resource borrowing arrangements.

Please feel free to contact us to discuss your SMSF needs; We help you to plan ahead and guide you through step by step to achieve your targets.