Managing your own Self Managed Super Fund can provide you with more control over your investments when done properly, and it could also enable you to take advantage of some excellent tax benefits that retail funds do not provide.
Confidently plan for retirement, grow your wealth, navigate tax requirements, and protect your assets for a secure future
SMSF Structure Setup
An appropriate structure provides better legal protection and flexibility for change of members. We are good at setting up a suitable structure for SMSF clients.
This will include:
Establishing a Trust (SMSF) including all registrations and legal documentation.
Registering your SMSF with the correct regulatory bodies
Assisting you with the rollover from your industry funds
Being Self Managed Super Fun specialists, we will assist you determine what is the best way to structure an SMSF so you get the ,maximum benefits. This is why working with SMSF accountants in Sydney is critical when taking control of your financial well being.
Have your own SMSF can mean:
• More investment control as you can choose shares, property or managed funds. We can also help you investigate other options as well
• Having a greater flexibility with your investment. Essentially when to buy and when to sell your investments comes under more of your control
• Pooling resources with up to five other members. Which can open up opportunities to other investments
Having greater control over your assets and investments is one of the biggest advantages to managing your own super fund. By working with us you will be able to leverage many years of experience and up to date knowledge.