SELF-MANAGED SUPER FUNDS (SMSFs)
As a trusted SMSF specialist financial adviser, we provide end-to-end support for your SMSF setup and ongoing management. From compliance to crafting effective SMSF investment strategies, we ensure your fund works efficiently and aligns with your retirement goals.
SMSF Establishment and Compliance
- We guide you through the entire process of establishing an SMSF, including creating a trust deed, registering with the Australian Taxation Office (ATO), and obtaining essential identifiers like the Director ID, Rollovers, Employer Contribution redirection, ABN and TFN.
Ongoing Compliance and Reporting
- Managing an SMSF comes with significant administrative responsibilities. We provide ongoing support to ensure your SMSF complies with all relevant regulations, including annual audits, tax returns, and other mandatory reporting.
Tailored Investment Strategies
- We help you develop a comprehensive investment strategy for your SMSF, tailored to your risk tolerance, investment preferences, and retirement goals.
Strategic SMSF Property Acquisition
- We guide clients through the process of acquiring investment property within their SMSF, ensuring the structure aligns with ATO regulations. This includes assessing borrowing capacity, coordinating with lenders and legal professionals, and ensuring the property meets sole purpose and arm’s length requirements.
Ongoing Compliance & Administration
- Our team ensures full compliance with SMSF rules, including property valuations, lease agreements, and annual audits. We work closely with accountants and administrators to maintain accurate records and meet all reporting obligations, giving clients peace of mind.
Integrated Retirement Planning
- We tie the property strategy into broader retirement goals by modelling long-term cash flow, super contributions, and pension phase transitions. This ensures the property supports wealth accumulation and income generation in retirement, while maintaining flexibility and control.
Portfolio Management
- We provide ongoing portfolio management services to ensure your investments align with your strategy and goals.
Integrating SMSFs into Estate Plans
- We help integrate your SMSF into your overall estate plan, ensuring that your superannuation benefits are distributed according to your wishes.
Succession Planning
- We assist in planning for the succession of your SMSF to ensure continuity and financial security for your beneficiaries.
