SELF MANAGED SUPERANNUATION FUNDS

Superannuation - and in particular self-managed superannuation funds (SMSFs) - represent an excellent opportunity for tax effective provision for your retirement. We work with you and your financial planner to optimise these opportunities by effectively managing these complex tax and compliance requirements.


SMSFs are not for everyone but can give you the opportunity to manage your investments for retirement, whilst obtaining tax advantages. 

 

If you decide a SMSF is the right option for you, we can facilitate the establishment of your new fund.

BOOK YOUR FREE INITIAL CONSULT

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SMSF Services Corporate+ provides:

SMSF ANNUAL RETURNS AND FINANCIAL STATEMENTS

REGULATORY ADMINISTRATIVE SERVICES

TAX EFFECTIVE STRATEGIES

ESTATE PLANNING STRATEGIES

ESTABLISHMENT OF NEW FUNDS

TRANSITIONS TO PENSION FUNDS

Book your free 30-minute initial meeting below to discuss your circumstances.

​If you would like us to prepare your super fund annual (tax) return and financial statements, you may complete the below checklist.