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Understanding Your SMSF

A self-managed superannuation fund (SMSF) is a popular option for investors seeking flexibility and greater control of their superannuation.

There are many advantages of using a SMSF. There are also many obligations you need to be aware of. We’ll assist you understanding these obligations and guide you through the whole process, making it easier for you.

We Can Help
  • Review your current super fund and advise if a SMSF is the way to go.
  • Rollover your super fund balances, ensuring your risk protection (such as insurances) are not compromised.
  • Apply for the tax registrations including an ABN and the fund regulation with the ATO.
  • Explain the basic features of a SMSF. This includes accumulation, drawing a pension (TRIS) while you work, being fully retired (ABP) and making contributions both before and after tax.
  • Help you develop your nest egg, providing peace of mind for a sustainable income stream or pension to last for future years.
  • And finally, closure. We’ll help arrange Binding Death Nominations, options of creating a SMSF Will and the taxation implications of death benefit payments to dependent and adult beneficiaries.
Testimonial

The team at EPA Group were extremely helpful when it came to advising on my superannuation and preparation of my tax return. They took all my concerns and answered them in terms I could understand. And I ended up with a great result.

epa group melbourne balwyn self managed superannuation fund specialists and property investment experts
Mary HInvestor
Contact us Today for More SMSF Help