Self Managed Super Funds
In Australia, around 33% of the $1.7 trillion invested within superannuation is controlled by Self-Managed Superannuation Funds (SMSF). Presently there are more than 550,000 separate funds providing benefits for more than 1,000,000 members.
In our experience, finding the appropriate retirement planning solution depends on a wide range of factors. There can never be a “one size fits all” solution.
We have taken the time to develop an offer that is relevant and comprehensive. It provides clients with clarity and understanding of the benefits, costs, rights and responsibilities of the SMSF approach.
Our offer:
Review of an existing SMSF trust deed:
We will provide a written assessment of an existing trust deed. This is designed to uncover any compliance issues or other shortcomings with your current deed.
Establishment of a new SMSF and on-going administration:
We can take the hassle out of setting up a new superannuation trust deed for a single fixed cost. From then on we can provide administration and support and prepare all of the on-going regulatory reporting and tax returns. In this way you can have a SMSF without the worry of non-compliance or meeting the onerous regulatory obligations. Importantly, you remain in control and can view the portfolio on-line using password protected access, and make changes whenever you wish.
Stand-alone administrative support:
If your SMSF is already in place, you may access our administration only service. This removes the hassle of on-going regulatory and reporting requirements while allowing password protected access to your portfolio at all times.
Technical support:
With over 100 years of combined in-house expertise, we are well placed to offer technical support to all SMSF trustees and members.
