Self Managed Super Fund Advice & Management
We offer a comprehensive range of SMSF services from our office in Geelong. Each service can be structured as part of a total package, or as a standalone module:
-
Strategic
Advice
- Superannuation strategies – contributions, salary sacrificing, pensions and transition to retirement
- SMSF borrowing structures and strategies
- Specific SMSF issues – including in specie contributions, use of reserves, related party transactions and in-house asset rules
- Acquisition of property – including business real property
- Estate Planning strategies
-
Investment
Advice
- Development and review of the Fund’s investment strategy
- Portfolio construction and asset allocation advice
- Market and investment research
- Recommendations in relation to direct shares, managed funds, listed investment companies and ETF’s
- Access to wholesale investments and wholesale pricing
-
Investment
Administration
- Access to comprehensive administration platforms
- Detailed investment reporting – including cost information and income details
- Consolidated portfolio reporting – including portfolio valuation, income reports, asset allocation and performance reporting
- Tax statements at investment level
- 24×7 online access
-
SMSF Accounting
& Compliance
- Preparation of financial statements
- Tax statements at Fund level
- Calculation and recording of member balances and pension payments
- Prepararation of minutes, dealing with ATO and ASIC regarding compliance requirements
- Co-ordination of audit and actuary functions
-
SMSF
Documentation
- SMSF establishment – including Trust Deed and corporate trustee
- SMSF Borrowing package – including establishment of the bare trust and corporate trustee
- SMSF Investment Strategy Document
- Death Benefit Nominations
*We can work with your chosen accountant or alternatively, we can enlist the help of a specialist SMSF administrator on your behalf.
To discuss your requirements, please give us a call on (03) 5229 6882, email us at office@super-focus.com.au