Self-managed super funds

A self-managed super fund is not something you ‘set and forget’.

As the Government-assisted pension age gets pushed back further, self-managed superannuation funds are the key to being able to retire on your own terms.

But these types of funds require planning. For example, we need to consider the age, employment and retirement needs of the fund members.

A self-managed super fund is not something you ‘set and forget’. It needs to be reviewed regularly to ensure it meets your current and future needs.

Our Accountants can walk you through the tax implications, audit requirements and legal responsibilities associated with your self-managed super fund. We can be as involved as you need us to be, guiding and supporting the process from initial planning through to establishment and ongoing administration of your fund.

We also offer an administration service to manage your bookkeeping, tax entitlements and obligations whilst you enjoy your retirement.

Retirement planning

Your self-managed super fund needs to be carefully managed as you navigate the transition from the ‘accumulation’ phase to pension phase.

Our team will help you to maximise tax benefits and plan successful and sustainable retirement strategies.

Estate and succession planning is often a part of this process, providing well-earned peace of mind for the fund trustees to enjoy their retirement.

Contact our team today to discuss self-managed super and see if it’s the right fit for you

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