PROFESSIONAL, TIMELY, AFFORDABLE

In today’s volatile economic climate, every Australian wants to ensure they have financial independence for the future, and a strong, well-performing superannuation fund is key to obtaining that independence.

Setting up the superannuation strategy that’s right for you and your family requires independent, expert advice, particularly when it comes to self-managed superannuation funds (SMSF).

SMSFs are specifically set up to provide retirement benefits for their members and, as they are regulated by the Australian Taxation Office (ATO), they are subject to strict legislation and compliance practices.  These practices are in place to ensure that there are sufficient funds to finance your retirement.  Unfortunately, complying with these regulations is quite challenging, as they can be difficult to understand, not to mention incredibly time-consuming.

As a trustee of your SMSF, you are responsible for all decisions made regarding its management in order to comply with the Superannuation Industry (Supervision) Act 1993 (SIS Act).  It is, therefore, essential that you obtain professional advice regarding the setup, structure and management of your SMSF.

At Superannuation & Corporate Services, we provide our SMSF clients with independent advice which is backed by many years’ experience in the financial sector.  We advise on:

  • Establishing the right SMSF structure for your circumstances.
  • Managing your SMSF – yearly compliance with superannuation legislation.
  • Reworking or analysing your SMSF – ensuring that its operation continues to be viable.

As we are also fully qualified SMSF auditors, you can be confident that we are fully conversant and  up to date with all legislation and that we have a strong relationship with the ATO.

Secure your wealth with the right superannuation strategy -  contact the professional team at Superannuation and Corporate Services.

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