Self Managed Super Fund (SMSF)
Self Managed Super, Self Managed Super Funds, Self Managed Superannuation Funds
Take control of your super with a Self Managed Super Fund (SMSF)
Would you like greater flexibility and control over your retirement savings and how they’re invested? Consider setting up an SMSF (Self Managed Super Fund).
As the name suggests, you manage the super fund and decide how to invest. With a self managed super fund, you have a wider choice of investments than in the other superannuation options. The fees are generally lower too, and the flexible nature of SMSF's allow you to benefit from the significant tax advantages that superannuation provides.
A SMSF allows you to also have the flexibility to make timely investment decisions to your SMSF when market conditions change.
The SMSF can have up to four fund members so you can include your family, giving the self managed fund more super to invest and keeping fees lower for everyone.
SWOT Consulting - The SMSF experts
We provide a comprehensive self managed super fund accounting and administration service. We take care of the SMSF setup if you’re looking to establish a SMSF. If you have an existing SMSF we can assist you to transfer your superannuation fund to our service.
As a SWOT Consulting client, you also have access to strategic SMSF investment advice from our wide referral network of specialist advisors including real estate planning and property investment advisors.
Our SMSF establishment services include:
•SMSF trust deed ;
•Trustee appointment minutes;
•SMSF establishment minutes;
•Template investment strategy;
•Register your SMSF for an ABN and TFN;
•Arrangement for your SMSF to become a regulated SMSF;
SMSF accounting, administration and compliance
We take care of the SMSF paperwork – tax returns, member contribution statements and the annual audit, letting you manage the decisions. Our SMSF administrative services include:
•Annual financial statements for the SMSF (including an Operating Statement, Statement of Financial Position, Member Statements and Investment Summary & Income Reports);
•Arrangement for the audit of the financial statements;
•Annual income tax return;
•Documents to commence or cease pensions (if required);
•Preparation of annual trustee resolutions.
, Self Managed Super
, Self Managed Super Fund
, Self Managed Super Funds
, Self Managed Superannuation Funds