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Self Managed Super Funds

Everything you need to manage your super
Self-managed superannuation funds are our specialty – setting them up, administering them and ensuring they meet all the appropriate standards, including the Superannuation Insurance Supervision Act (SIS) and Australian Securities and Investments Commission (ASIC) requirements, and the stringent tax laws.

For many Australians, SMSFs offer 4 major advantages:
1. More control over investments.
2. Greater investment flexibility.
3. Generally lower fees than industry and retail funds.
4. On average, better performance than industry and retail funds.

More control and greater flexibility over investments
SMSF members can choose where their retirement savings are invested, with options including listed shares, bonds, listed investment companies (LICs), exchange traded funds (ETFs) and direct property.

This flexibility in investment options allows SMSF members to actively manage their investments. With a hands-on investment approach, SMSF members can quickly adjust their portfolios as markets change.

Lower fees and better performance
A Commonwealth Government report titled A Statistical Summary of Self-Managed Superannuation Funds, based on ATO and APRA data, found SMSF members generally pay lower fees and that, on average, SMSF investments performed better than all other super funds.

How an SMSF could benefit you
Depending on your individual situation, the advantages of an SMSF may include:

  • tailored tax management on investment income and capital gains
  • greater flexibility in investment choices and asset selection
  • control over your total investment portfolio, with the ability to take account of the risk profile of all your assets, including those held outside superannuation
  • the ability to pool your resources with up to 4 fund members with similar financial objectives, such as family members
  • maximum flexibility in establishing and managing pensions, including account based, transition to retirement and term allocated pensions
  • greater flexibility for accessing Centrelink benefits such as the age pension
  • investing in direct property
  • the ability to transfer personally owned listed shares, business real property and managed funds directly into your superannuation fund, and
  • the ability to own business real property in your superannuation fund, to assist your business cashflow.

SMSF package from $2000 (exclude GST)

The package includes:
➢ Setting up a Self-Managed Super Fund (SMSF)
➢ SMSF compliance
➢ Year-end financial statements
➢ SMSF tax return
➢ Unlimited advisory on SMSF issues