SMSF stands for Self-Managed Super Fund. It’s a type of superannuation fund in Australia that’s managed by its members.
Anyone who is 18 years or older and has less than $1.6 million in super can set up an SMSF.
An SMSF gives you more control over your superannuation investments, allowing you to tailor your investment strategy to your individual needs and preferences. It also provides the potential for greater tax savings.
SMSFs come with risks, including investment risk and compliance risk. It’s important to seek professional advice before setting up an SMSF to ensure it’s the right choice for you.
SMSF AU provides a range of services for SMSF trustees, including fund establishment, compliance, administration, and investment advice.
The cost of SMSF AU’s services varies depending on the specific services required. Contact us for a quote.
Yes, SMSF AU can help you set up your SMSF from start to finish, including establishing the fund, preparing the trust deed, and registering the fund with the ATO.
Yes, SMSF AU provides investment advice to help you make informed investment decisions for your SMSF.
Compliance work for SMSFs needs to be done regularly, including annual tax returns, financial statements, and audit reports. SMSF AU can help you stay on top of your compliance obligations.
Contact us today to discuss your SMSF needs and how SMSF AU can help.