Design your own investment strategy

If you’re looking for more control and flexibility to plan your financial future, why not consider a self-managed superannuation fund (SMSF)?

With an SMSF you’ll be your own investment manager and responsible for making all the investment and administration decisions.

Our specialists in superannuation, taxation law and corporations law can help you:

  • Structuring your superannuation so that it’s tailored to your life goals and values
  • Establishing your self-managed super fund
  • Managing your fund’s compliance with the Superannuation Industry (Supervision) Act 1993 (SIS Act)
  • Structuring your income streams tax effectively
  • Outlining your insurance options so your premiums are paid from the best possible source
  • Identifying strategic opportunities for investment
  • Topping up contributions in your existing super fund in a tax-efficient way
  • Planning for your super to go to your intended beneficiaries
  • Assisting with fund transition to pension

Want flexible super but have no time to manage it? We can help you administer and manage your SMSF including maintaining accounting and member records and preparing annual pension fund paperwork. We will also prepare annual financial statements and maintain portfolio records.

With a Bentleys superannuation advisor you can rest assured you’re meeting all your taxation obligations.

 

 

 

Some of these services must be performed by an Australian Financial Services Licence holder or through an authorised representative. Your closest office can direct you to the correct advisor.

Secure your future. Talk to a Bentleys SMSF specialist.

CONTACT US. WE WILL HELP YOU ACHIEVE FINANCIAL SECURITY IN RETIREMENT.

The information provided by Bentleys  does not constitute financial product advice and is for general information only. It is written without taking into account any individuals personal objectives, situation or needs, and is not intended as professional advice. Any person acting upon such information without receiving specific advice, does so entirely at their own risk. Please contact your Accountant to discuss your personal situation before relying on this information.

 

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