A Self-Managed Superannuation Fund (SMSFs) is a superannuation structure that can provide benefits during retirement. SMSFs can also help reduce admin costs and take control of superannuation investments. We have skill set to ensure your SMSF is efficiently administered.
Registering and establishing your SMSF
Advice on SMSF compliance and administration
Lodgement of income tax returns and other relevant documents with the Australian Taxation Office and other regulatory bodies
Provide advice on the concessional and non-concessional cap (age-based limit)
Investment restrictions for SMSFs
Borrowing rules and restrictions
In house asset rules
Since the removal of accountant’s exemption (July 2016), which previously allowed recognised accountants without an AFS licence to give financial product advice about acquiring or disposing of an SMSF, we are not able to:
Recommend the establishment of an SMSF, or acquisition or disposal of an interest in an SMSF (or other superannuation product)
Provide advice about SMSF investment strategy or contribution levels
If you are considering establishing an SMSF, we can refer you to a licensed financial adviser to decide whether the establishment of SMSF is the right decision for you.
The ATO website and ASIC’s MoneySmart website contains helpful information about SMSFs.
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