Self Funded Retirees

Do you have a self managed superannuation fund?

You’ve heard about the benefits of using a Self-Managed Super Fund (SMSF) as a wealth-generation vehicle and you’ve either taken the step and set one up or are seriously thinking about it.

But you’re confused about the regulation, implications and consequences in running your SMSF and don’t know what to do.

You understand the importance of investing in good professional advice.

Sound like you? Then read on

The legislation around SMSFs is complex and constantly changing. The consequences of not receiving the correct advice and taking the right action can be significant.

We want to ensure you receive the best advice to stay compliant and use your SMSF effectively as a tax-efficient wealth generation vehicle.

That’s why we’ve developed a firm able to support you in today’s complex environment. As a client you’ll get:

A team of experts assigned to your file

You get access to a team of highly experienced, qualified and dynamic professionals to support you. Instead of just being reliant on one person you get a team of experts assigned to your file. They know your situation and can support you with what you need, enabling you to get things done quickly and effectively. This includes:

  • Company Director

    To provide, big picture strategy for tax planning, asset protection, business advice and support.

  • Client Manager

    A highly experienced and qualified expert who oversees the day-to-day management of your file and supports you and your team as required.

  • Client Service Co-ordinator

    Assigned to your file to support you with administration and compliance issues that arise with your business.

Access to a wide range of services

Where we can attend to all of your fund administration and can provide you with strategic advice across a range of issues including establishment of pensions, re-contribution strategies, property acquisitions, transferring business premises to your SMSF and other technical advice as required.

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A return on your investment

Our focus is on getting you a return on investment from our services. We’re not the cheapest accountant, but our services are set up to give you value for money and to improve your financial position.

We also offer fixed-fee support package in our suite of pricing options.

Your investment is our services are fixed so that you know exactly what you’ve agreed to before any work is carried out. To help your cashflow you can also pay monthly and avoid large end-of-year accounting bills.

As part of this fixed fee, we also provide you unlimited access to our entire team for advice on ad-hoc matters by phone or email. If the issues raised require research and analysis beyond the phone call or email, we will provide a fixed-price quotation before any additional work is done.

Of course, fixed fees aren’t for everybody and we also continue to offer traditional time-based billing if you prefer.

Next step

The best way to find out if we can help is for you to come and meet up with one of our directors. They’ll complete a complimentary review of your situation to see where you need help. They’ll also review your situation to make sure you’re setup to minimise tax while protecting your assets and maximising your income.

Call 07 5596 9070 now to book or to find out more about how we can help.