SMSF Advisory

An SMSF offers you greater control and flexibility over your retirement savings. Benefits include the ability to choose your own investments, potentially lower fees, tax advantages, and the option to invest in a wider range of assets including property. With an SMSF, you can tailor your investment strategy to your specific retirement goals and have more control over navigating superannuation and retirement pensions. However, it’s important to note that managing an SMSF also comes with responsibilities. Our SMSF advisors can help you understand if an SMSF is right for you and guide you through the process.

Compliance is a crucial aspect of managing an SMSF. Our team stays up-to-date with the latest Superannuation Industry (Supervision) Act 1993 (SIS Act) regulations and ensures your SMSF adheres to all legal requirements. We provide ongoing management and administration services, including accounting, record-keeping, preparation of annual financial statements, and maintenance of portfolio records. We also offer strategic advice on structuring your SMSF to optimise tax efficiency while maintaining compliance.

When an SMSF member passes away, there are several important steps and considerations to manage. The process typically involves notifying the ATO, managing the deceased member’s benefits according to the trust deed and their binding death benefit nomination (if one exists), and potentially restructuring the SMSF. Our team can guide you through this complex process, ensuring all legal and tax obligations are met, and helping to facilitate the smooth transfer of benefits to beneficiaries in accordance with the deceased member’s wishes and superannuation law.