SMSF (Self Managed Super Fund)

Our services include:

Establishment / Compliance Services

• Fund Setup
• Trust deed updates
• Rollover of existing superfund accounts / investment assets
• Tax-free pension
• Annual ATO compliance – tax return
• Investment reports
• Auditing

Benefits of SMSF

• Direct control over investment decisions.
• Tax concessions.
• Access additional capital to purchase unique assets.
• Ability to borrow in certain circumstances.

Challenges of SMSF

• Members with small balances may not be able to cost effectively diversify their investment.
• Cost of operating a SMSF may exceed that of an industry super fund if the members has only a small super balance.

Investment Options

A SMSF allows you to invest in various investments, which include but are not limited to:

• ASX listed securities
• Overseas listed shares
• Managed funds
• Fixed interest securities
• Real estates
• Precious metals
• CFDs