We work with you to ensure the process of managing your own fund is enjoyable, rewarding and on track to achieving your long-term goals.
The benefits of running your own fund can include:
Control – you, the trustee, have complete control over what happens within the fund
Investment Choice – you set the investment strategy for your fund whether it be direct shares, high yielding cash accounts, term deposits, income investments, direct property and more
Taxation – like all super funds, SMSFs benefit from a concessional tax environment where earnings are taxed at 15% in Accumulation Phase and tax-free in Pension Phase
Transparency – allows trustees to align their personal goals with their investment decision so if your passionate about property, shares or sustainable and ethical investing, SMSFs can provide a platform to allow you to understand where your money is invested, its performance and resulting tax treatment.
Pooling of Assets – An SMSF currently allows a trustee to combine their superannuation assets with other members to create a larger fund balance to increase the investment opportunities with only one set of fees.
We can assist with the following core services in relation to your SMSF
Advice on compliance and taxation matters
Advice on taxation benefits
Superannuation Audits and Annual reporting obligations
Administration and Management of your fund
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