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SMSF

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About this service

SMSF

The world of superannuation has changed dramatically as more business owners and entrepreneurs take advantage of using an SMSF for their superannuation. While there are many benefits of a SMSF, there are legal and financial obligations too. Understanding these – and the ongoing associated regulatory changes – brings its own complexity. In the context of SMSF management, business owners need to give due consideration to tax, structuring and cash flow to ensure their investment vision is realised.

Looking for support to manage your SMSF? Let’s solve that challenge.

Here’s how we can help with your SMSF

1

Accessing funds from your SMSF

Preserving investments and minimising tax when you access funds from your SMSF requires specialised knowledge and planning. With legislation regularly changing, it pays to have the support of an independent advisor. That’s where the Accorti team can help.
2

Determining if your SMSF has the right assets to generate the income you need

Property versus other investment strategies: which way should you go? We’ll work with you to determine the most ideal investment strategy for your SMSF.
3

Understanding how tax integrates with superannuation

Minimising your tax as you start to draw from your SMSF is vital. Together with our tax team, we’ll provide advice about ways to minimise tax when you shift gears into retirement.
4

Administering your SMSF

There’s a ream of documentation required for setting up a SMSF and we can help. Trust deed, trustee company incorporation, cash management account set up, meeting minutes, SMSF investment strategy and more. We’ll take you through every step of the process as you evolve to the next level of business life.
5

Getting insured

Consistent with our overall approach to working with clients, we’ll take a holistic view of you, your family, and your business, and in conjunction with our insurance partners, we’ll work with you to implement an appropriate suite of insurances to protect you and your assets.

Wondering if a SMSF is right for you? Let’s help you answer that question.

We’re committed to doing the right thing by our clients and will only make recommendations that are best for you and your business. We can start the process by working together through our free business analysis.

You can access it here or make a time to speak with one of our business advisors directly.

I want to understand if a SMSF is right for me

Let's solve your challenges together.
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Other services

Accounting + Tax
Annual Tax Compliance
BAS/FBT/PAYG/TAX
Business Structures
Tax Planning

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