Self managed super funds
SMSF's Services – Strategy, Structure, Admin & Compliance
In case you’re opting for a self-managed super fund, you need a advisory group who can assist you with picking the correct techniques and exhortation, just as audit and actualize your venture to ensure it’s performing great.
Perhaps the main reasons why more Australians are embracing SMSF's is that it allows you to:
- Control – Decide what you want to invest in and decide when your benefits are paid – in other words, SMSF’s allows you to control your wealth creation strategy in super.
- Gearing – Use borrowed money in super to invest in assets such as property. Investing in property has the potential to significantly improve wealth creation and the overall fund balance by the time you transition to retirement – in other words, gives you the ability to leverage for improved wealth creation in super.
- Consolidate – Aggregate and invest a family’s superannuation benefits as well as provide a pool of monies and assets to look after family members, including children and grandchildren at the time of an accident, sickness, permanent disability, death, pre-retirement and retirement.- in other words, gives you greater flexibility to create long term wealth for your family – not just your retirement.
There are, of course, many more benefits to establishing your own self-managed superannuation fund. But watch out! SMSF’s are heavily regulated by the Australian Taxation Office (ATO). There are many rules and obligations that a trustee of an SMSF’s must aware of and comply with or risk the wrath of the ATO. There are many responsibilities and obligations for every trustee and member that comes with significant consequences if you do not manage and administrate the fund according to legislative and compliance requirements.
Therefore, it’s prudent to get expert financial advice, professional guidance and support from trusted advisers that specialise in superannuation strategies, superannuation management and administrative compliance.
Control Your Super & Create an Enduring Wealth Creation Strategy with Chan & Naylor’s SMSF's services.
Through your local Chan & Naylor office, you can get access to our specialist service centres such as our Wealth Planning and Finance teams who can assist in the delivery you a comprehensive all-in-one SMSF’s solution, including:
- Superannuation Advice & Strategic Planning throughout key stages in the Superannuation life cycle: accumulation phase, transition to retirement phase, pension phase.
- SMSF’s Structure: Establishment of Trust Deeds
- SMSF’s Loans: Loan Structures to purchase property in Super with debt / Borrowing in Super to buy property and other assets.
- SMSF’s Investment Strategy: review, implementation and performance management.
- SMSF’s Administration & Compliance: including: Trust Deed Reviews, SMSF’s Audits, SMSF’s Tax Returns, ongoing education for SMSF’s Trustees.
We believe in empowering our clients with not only the tools but also the information and know-how to help them take control of their superannuation and make informed decisions for their future.
Book a free phone consultation with a senior adviser today, to discuss how you can user your super to grow your family’s wealth and fund a comfortable lifestyle in retirement – or Call our Wealth Planning office direct on 1300 778 477.