In recent years, self-managed superannuation funds (SMSFs) have become increasingly popular as they give you the opportunity to manage your own fund. As long as you are prepared to commit the time and accept the compliance responsibility, you are able to make the decisions about your retirement savings. When you reach retirement you will need to establish and pay yourself a pension from your SMSF. To do this you will need advice that is compliant with the myriad of regulatory and legislative requirements. Most important is the need to regularly review your fund's investment strategy so your funds last as long as you do.
How we can help you
If you have an existing SMSF we offer specialised support services which can be tailored to suit your needs including:
- administrative and compliance assistance including tax returns
- facilitating the annual independent audit
- estate planning advice
- pension establishment
- existing fund transfers
- investment advice
- tax and strategic advice
To learn more about SMSFs, take a look at our range of helpful guides and tools.
If you have an existing SMSF or are interested in setting one up, contact us today and let's discuss how we can help you.
* SMSF administration services are provided by Shadforth Business Advisory Services Pty Ltd ABN 83 129 726 941