SELF-MANAGED SUPERANNUATION FUNDS (SMSF’S)

SMSFs represent the most tax effective investment, wealth creation and estate planning structure available in Australia. Some of their many benefits include:

• Ability to invest in a wide range of assets, including the ability to gear
• Significant estate planning flexibility
• Cost savings for large account balances
• Tax concessions
• Asset protection advantages

As your SMSF advisor we can provide you with the following services:

ESTABLISHMENT

As an authorised representative of an ASFL holder, we are able to assist you in establishing your very own Professionally Managed Super Fund. This includes the preparation and provision of the following documents:

• Statement of advice
• Consents to act as director of corporate trustee of the SMSF
• Trust deed
• Minutes, membership application forms and product disclosure statements
• Tax File Number and Australian Business Number applications
• Notice of election to become a regulated fund
• Nomination of death benefit beneficiaries
• Investment strategy
• Benefit rollover documentation

ADMINISTRATION – RED TAPE

SMSF Consultants will take care of all your SMSF administration requirements, as well as act as your mail house. In essence, we take the administration burden off your hands so you can do what you enjoy!

• Annual financial and member statements
• ATO income tax and regulatory returns
• Transfer balance account reporting
• Business or instalment activity statements
• Fund audits
• Investment reporting
• Conversion to pension
• Benefit payment processing
• PAYG payment summaries
• Actuarial certification

CONSULTING – ACCELERATE YOUR RETIREMENT SAVINGS

SMSF Consultants offers more than SMSF establishment and administration services. We love the strategic side of superannuation and can guide you through:

• Contribution strategies to maximise contributions
• Pension planning and projections
• Tax effective retirement strategies
• Regulatory compliance and investment structuring

The greatest compliment you can give is the referral of your associates

We understand your unique circumstances.

We can make a positive impact on your future
call Luke on 02 8536 4444