Self-Managed Superannuation Funds
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Superannuation is a way to save money for the future and as such it is important to understand how much super you’ll need and how to best manage the money for retirement.
Superannuation is an attractive way to save for the future because:
- It receives favourable tax treatment both when you are working and in retirement.
- Contributions to superannuation may attract a tax deduction or tax offset.
- Investment earnings are taxed at 15 per cent rather than your marginal tax rate.
- Capital Gains are also taxed concessionally at a maximum of 15%.
We can review your current superannuation and ensure it meets your retirement plans.
We can advise on tax effective investment strategies through your superannuation such as Salary Sacrifice.
We can rollover multiple superannuation funds into the one fund to reduce costs and increase earning power.
We can make Superannuation easy to understand and put in place a strategy that best meets your particular financial circumstances and your particular financial goals.
We can advise on tax effective investment strategies through your superannuation such as Salary Sacrifice.
We can rollover multiple superannuation funds into the one fund to reduce costs and increase earning power.
We can make Superannuation easy to understand and put in place a strategy that best meets your particular financial circumstances and your particular financial goals.
We can also advise on Self-Managed Superannuation Funds from the following aspects:
Establishment
- We can set your SMSF up for you and take the hassle out of.
- We can facilitate the legal work and whether you would like a Corporate Trustee to act as the legal trustee or whether you need a Bare Trust for a negatively geared property.
Operation
- We can advise on how the SMSF should operate.
- We can advise on what the SMSF can and cannot do.
- There are many constraints and parameters that one must work within when operating an SMSF, especially when property is involved.
Structure
- We can advise on the most appropriate structure required for your SMSF.
- Structures vary depending on what you may want to do with your SMSF now or in the future.
- We can make sure you have the correct structure now so that it doesn’t cost you in the future.
Administration
- We can produce your end of financial year report package.
- This package includes your Financial Reports, Income Tax Return and Members Statements.
- We will also explain what these reports mean and how they can help you.
