Self Managed Super Funds (SMSF) are an ideal solution for those people who want to have full control over the types of investments and management of their retirement savings. With this control comes additional legal responsibilities that need to be adhered to at all times.
Our role will be to support and guide you through the complete process of setting up and maintaining your own Self Managed Super Fund.
Our SMSF service package is focused on the full spectrum of services available and most importantly there will be close monitoring of cash flows, administration and compliance.
We will also assist with the insurance, lending process and the diversifying of investments within the fund.
The services that are included in all our SMSF packages:
- Anual reviews
- Investment strategy review
- Cash flow analyisis
- Tax planning
- Investment advice around diversification of the fund
- Maintain compliance and administration requirments
- Assist with the annual reporting and auditing requirements
- Assist with Centrelink (as required)
- Government and policy updates
- Educational updates