Considering a Self-Managed Super Fund?
About this service
SMSFs have many benefits but come with legal and financial obligations. Our Gold Coast SMSF accountants can help.
The wide world of superannuation has changed a lot over the years. Notably, business owners and entrepreneurs can take advantage of self-managed super funds (SMSF) for their superannuation. And while there are many benefits of using a SMSF, there are legal and financial obligations to be aware of.
Understanding these, and the ongoing associated regulatory changes, adds complexity and time needed to spend managing them. In the context of SMSF management, business owners need to give consideration to tax, structuring, and cash flow to ensure their investment goals are realised.
How our SMSF Accountant Gold Coast team can help
Our SMSF Accountants Gold Coast team are specialists when it comes to helping use self-managed super funds to freely invest and prepare for retirement.
Accessing funds from your SMSF
When accessing funds from your SMSF, it helps to have specialised knowledge and planning. Our Gold Coast SMSF accountants are experts in preserving investments and minimising tax. With legislation changing, our independent advisors can help you keep on top of managing your SMSF.
Determining if your SMSF has the right assets to generate the income you need
SMSFs investments are flexible, but which way should you go? Whether it be property or other investments, our Gold Coast SMSF accountants will work alongside you to determine the best investment strategies for your SMSF.
Understanding how tax integrates with superannuation
Drawing from your SMSF comes with tax implications, but our team knows how to help. Together with our Gold Coast tax accountants, we’ll provide advice to help you minimise these implications when you shift gears towards retirement.
Administering your SMSF
You could fill a library with the amount of documentation required for setting up a SMSF. It’s a good thing our SMSF accountants love reading. The trust deed, trustee company incorporation, cash management account set-up, meeting minutes, SMSF investment strategy and more… we’ll take you through each step of the process, helping you evolve to the next level of business life.
Getting insured
Our approach is to diagnose, develop, solve, and evolve. We’ll take a holistic view of you, your family, and your business, in tandem with our insurance partners to implement an appropriate suite of insurance to protect what you care for.
Learn more from our SMSF accountant Gold Coast team
Not sure if a self-managed super fund is right for you? No worries. We’re here to help answer your questions. We’re committed to doing right by our clients. Our Gold Coast SMSF accountants can help you determine your best steps using our free business analysis.
Or, contact us to book a time to speak with one of our business advisors directly. And for a free initial consultation, book an appointment online.