Self-Managed Super

SELF-MANAGED SUPER

The sooner you set goals for retirement the more likely you are to achieve them. Self Managed Superannuation Funds (SMSFs) are a tax effective way of saving money for your retirement. Find out more…

Flexibility with a SMSF

A SMSF offers a wide range of benefits, including:

  • Control over planning your financial future
  • Tailored investments to suit your goals
  • Superannuation Funds have a maximum tax rate of 15%
    • Income and capital gains will only be taxed at 15%
  • Be in control of all key decisions and yet still take advice from specialists.

We can help meet your goals for retirement by:

  • Setting up your self-managed superannuation fund
  • Keeping you in line withthe SIS Act
  • Providing taxation and audit services
  • Planning your estate and retirement
  • Preparing of annual financial statements
  • Maintaining all relevant records
  • Maintaining portfolio records (including shareholding reports, dividend reports, capital gains tax calculations and transaction listings)
  • Attending to all taxation obligations