Self-Managed Super Funds

The Government encourages all Australians to use superannuation to build sufficient wealth to generate income in retirement, and a self-managed super fund (SMSF) can give you more control over your super and retirement planning.

Setting up an SMSF can give you:

  • Flexibility and choice when it comes to your investment strategies
  • Potential tax advantages, depending on your personal circumstances and investment strategies
  • Cost savings by pooling your super with that of other family members

SMSF’s are regulated by the ATO and are a legal tax structure, which is set up with the sole purpose of providing for the trustees’ retirement. There are important obligations that you must comply with if you have an SMSF and SB Partners have the skills and experience to ensure you comply with all requirements.

We’re fully qualified and licenced to provide SMSF services, and we hold an Australian Financial Services Licence, which from 1 July 2016 is required in order to provide advice about your SMSF.

 

Running your own fund is complex but we can help you by:

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Arranging superannuation audits
  • Providing advice on compliance matters, taxation and employer obligations
  • Advice on taxation benefits
  • Advice on employer obligations
  • Establishing appropriate retirement streams (pensions) from your SMSF
  • Carrying out the role of trustee or director, which imposes important legal duties on you