Self Managed Super Fund Compliance

Take control of your major asset

Aside from your family home, your superannuation is likely to be your next biggest asset.

You may have decided on a self-managed super fund (SMSF) for some or all of the following reasons;

  • To take control of your investment
  • Have greater understanding and visibility of your money and how it is performing
  • Pool your family assets (you can have up to 4 members in your SMSF)
  • A wider range of investment options than traditional super funds
  • Help reduce your overall tax burden as you approach retirement
  • Control the administration costs of superannuation
  • Estate planning that suits your family’s individual needs

Maximise benefits without the administration hassles

Whatever reasons bring you to choose a SMSF, we can make sure you maintain benefits while at the same time taking away the accounting requirements.

We can tailor a SMSF to suit your needs and we can also set it up. We then look after the following areas for you:

  • Accounting requirements
  • Prepare documentation required by the legislation
  • Conduct annual fund audit
  • Ensure SMSF deed is always up to date
  • Obtain Actuarial Certificates if required

We will also ensuring deadlines for your lodgements are always met and that you are always compliant.

Generate income for your future

A SMSF is a tax-efficient way of generating income for your future. We understand the complexities and legal requirements of self-managed super funds.

We can help you take control of your superannuation today. Why not contact us to find out how a SMSF can help generate income for your future.

Ready to reach your financial goals?