SMSF

Manage your SMSF (self managed superannuation fund) with the help of specialist SMSF accountants.

Borrow Money to Invest in Property

A self managed super fund can borrow money to invest in residential or commercial property. There are rules that need to be followed for a self managed superannuation fund to pursue the property loan path. Our experienced accountants can guide you through the legislation and ensure your smsf is compliant...

SMSF Setup

It costs only $200 to set up a self managed super fund or SMSF and takes only a day. Contact our specialist accountants on 1300 629 454.

Admin

Self managed superannuation funds must prepare financial statements, be audited and file an annual return with the ATO each year. Our fee for these annual administration tasks is only $750 per annum.

Investing SMSF funds

We do not limit the type of asset you can invest in, other than what is prohibited by superannuation laws. A Self managed superannuation fund can invest in residential and commercial property, shares and other asset classes. The overriding requirement is that investments must be on an arms lengths basis ie on normal commercial terms.

Trustee Obligations

Every self managed superannuation fund must have a trustee. Each member of the SMSF must be a trustee. The trustee administers the self managed super fund in accordance  with superannuation legislation. There are rules on contribution and withdrawal levels depending on your age. Our clients receive free advice from experienced accountants.

Pension Mode SMSF

A member can receive an income from their SMSF at the age of 55 if employed on a part time basis. Once you reach retirement age, a SMSF can transfer to pension mode. Withdrawals from your superannuation fund can be managed to achieve the best ta outcome.

Self Managed Super Fund for a family

There can be no more than 4 members in a self managed super fund. Many families pool their funds to purchase property within  a SMSF. When assets are pooled by members the administration fees are shared over the 4 members and it is a lot cheaper than paying fees on 4 different employer or industry funds.

Contact Us

Speak to a SMSF Specialist Accountant Call 1300 629 454!


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