Giving You Real Peace of Mind

A Self-Managed Superannuation Fund (SMSF) is a fund of between 1 and 4 members and is controlled by those members as Trustees. The Trustees choose how and where the funds are invested. SMSF allows members to invest directly into shares, managed funds, cash, property and some other types of investments.

An SMSF gives members more flexibility and control over their retirement savings. It allows greater choice and control over investments and a greater ability to control investment costs. An SMSF has the same tax benefits as other forms of superannuation and retirement benefits such as pensions can be paid directly from the fund. The Self Managed Superannuation is the fastest growing sector of Superannuation assets pool.

Danny Goss is an SMSF Association Specialist Advisor™ and also a Certified Practising Accountant with over 30 years’ experience in the superannuation industry.

If you are establishing a new Self Managed Super Fund or you already have one in place, there are many rules and regulations that govern your superannuation.

Therefore, when you manage your fund yourself it is important to get things right. Our experienced and qualified staff will arm you with the right information and oversee your fund, giving you real peace of mind.

The main advantages of using an SMSF when compared to traditional funds include:

  • Control over where your money is invested
  • Greater flexibility of investment choices
  • More opportunity to reduce taxes and capital gains
  • Flexibility in the use of pension income streams
  • Estate planning opportunities​
  • Ability to transfer existing shares and some other securities into the fund
  • Ability to own property and perhaps farmland within the fund
  • Investment strategy advice
  • The opportunity to borrow for investment, utilising a limited recourse borrowing arrangement, provided the asset is allowed under the SIS Act

Our services include:

  • Establishment of the SMSF
  • Administration
  • Accounting and Taxation compliance and advice
  • Preparation of Financial Statements, Members Statements, Assets schedules and annual documentation for the Trustee including
  • Minutes for Trustee meeting
  • Taxation advice
  • Preparation and Lodgement of ATO annual returns
  • Preparation and lodgement of SMSF Annual Returns, Business Activity Statements and Instalment Activity Statements
  • Investment strategy advice
  • Advice on limited recourse borrowing arrangements (borrowing to purchase assets)
  • Independent audit of the financial statements. We outsource the audit but organise the whole process for you

We use Class Super software which is the most advanced SMSF accounting software available to provide clients with the best services possible. Our clients can view their portfolios online in some cases because Class Super uses daily bank data feeds and market price updates.

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