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We provide personalised guidance to help you manage your super assets and ensure your self-managed superannuation fund remains compliant. Financial freedom starts with you.
The smartest takes on topics that matter to help you with your SMSF
Frequently
asked questions
Moving the accounting and administration of your SMSF can be a big change. While it may seem daunting at first, we’re here to help simplify the process and ensure a smooth transition. We will contact your existing provider and obtain the necessary information to make the transfer on your behalf.
An SMSF is a type of superannuation fund that is managed by the members themselves (in their capacity as trustees) as opposed to other industry funds or schemes that are managed by an unrelated board of trustees.
SMSF’s have gained in popularity because of its ability for you to have control and visibility over your desired investment strategy for your superannuation savings.
SMSFs are regulated by ATO whereas industry funds are regulated by APRA.
If you’re someone who is looking for more control and flexibility over your superannuation an SMSF might be the right choice for you.
One of the key requirements of having an SMSF is lodging a tax return each financial year. This can be done yourself, however having a dedicated SMSF accountant preparing these will simplify the complex process and ensure a timely and compliant completion.