Self Managed Superannuation Fund
Managing a Self-Managed Super Fund (SMSF) offers personalised control over your retirement savings and the potential for unique tax benefits not available in retail funds
What is an SMSF?
Our Services for Your SMSF
Tax Advisory and Compliance
With the intricate landscape of superannuation tax, our role is to demystify the complexities.
We offer:
- Guidance on tax-effective SMSF strategies.
- Assistance with annual tax returns and deductions specific to SMSFs
- Expertise in navigating changing tax laws impacting your retirement savings.
SMSF Setup and Management
Setting up an SMSF correctly is crucial.
We support you by:
- Assisting with the fund's establishment, ensuring compliance from the start.
- Helping with rollovers from other super funds to your SMSF, with an eye on maximising tax benefits.
- Ongoing SMSF administration, keeping the fund's operations smooth and compliant.
It's highly advisable to consult with a financial planner before setting up a Self Managed Superannuation Fund. This step is crucial to ensure that starting an SMSF is a viable option for your financial situation and retirement goals.
Proactive SMSF Administration
- Keeping detailed financial records and ensuring accurate reporting.
- Ensuring your SMSF meets all compliance obligations to avoid penalties.
- Managing the fund’s audit process with an approved independent auditor, as required by law.
Why Partner with Us?
At THN & Samios Partners we specialise in prioritising the security and compliance of your retirement savings. Our expertise in SMSFs ensures that your fund not only meets but exceeds the stringent regulatory standards set by Australian superannuation law. We're committed to delivering peace of mind by ensuring that every aspect of your SMSF — from tax-effective strategies to annual audits — is managed with meticulous attention to detail and compliance. Our proactive approach identifies potential issues before they arise, safeguarding your fund's integrity and your financial future.
