The below steps are....." to "We listened when Australians said the SMSF process was complex and expensive! Our Self Managed Super Fund specialists take the stress out of setting up a self managed super fund because we allocate every new customer with their own SMSF Set up Specialist to assist every step of the way. Learn the steps required when setting up a new SMSF - Self Managed Super Fund.
We listened when Australians said the.....: to "Every SMSF - Self Managed Super Fund must comply with ATO requirements and finalise a tax return every financial year. Our team of Chartered Accountants and SMSF Specialists can undertake these services for any SMSF - new or established for a fixed monthly fee. There are no ongoing contracts and each fund is audited every year by an independent 3rd party auditor.
A self-managed super fund is a way of saving for your retirement. When managing your own super fund, you must ensure you are responsible for complying with the super and tax laws. When looking to use a SMSF to purchase property, it’s important to understand all the rules and conditions associated.
If you’re setting up a Self-Managed Super Fund (SMSF), you may be eligible to invest in Australian-listed securities such as shares, exchange-traded funds (ETFs), bonds, options, and warrants.
In 2014, the Australian Tax Office approved cryptocurrencies as an investment option for trustees of a SMSF.
Cryptocurrency, such as Bitcoin has become increasingly popular among SMSF investors, however, it’s extremely important to understand your duties and obligations as the director of a SMSF.
Our team of qualified professionals can help you get set up with a SMSF for crypto investing and ensure your your SMSF investments comply with the ATO’s rules and regulations.
Most Self Managed Super Funds are started because users want to take control of their financial future. They desire more control over their investments, believe they can run their own investment strategy more successfully than a regular retail super fund, desire access to unique asset classes like property or crypto and believe they can reduce their fees associated with their superannuation. Every situation is different and financial advice should be considered when deciding if a SMSF is right for you.
Book a Free Consultation
We provide a FREE 30 minute online SMSF consultation to help you discover how to set up a self managed super fund.
Book in a time for your free SMSF Consult with one of our account managers who will be happy to answer any queries you have about setting up your new SMSF
