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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, and there are also many obligations that you need to be aware of. We can assist you with understanding these obligations and guide you through the whole process to make it easy for you.

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