The Need For Self Managed Superannuation Fund
Self managed superannuation fund is a way to save for your retirement. Hundreds and thousands of Australians have trusted to have their own SMSF (self managed superannuation fund). Many believe that it renders more visibility and control over their investments to meet their retirement goals.
But along with the benefits of SMSF, there are various crucial things you need to take care of. You simply need to comply with complex legislation, strict rules, and regular changes. If you get anything wrong while maintaining your own SMSF, there are various penalties that may affect your SMSF. Hence, managing your self managed superannuation fund can be a time-consuming and challenging task.
At GrowthSure, our highly skilled accountants directly work with trustees to leverage seamless and effective services. We provide you with expert guidance through the entire process so you have peace of mind while leaving all the exhausting and tricky parts to us. We take care of all the risks of non-compliance.
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Self Managed Superannuation Fund Services
At A Glance
- SMSF Set Up
When you decide to go for SMSF, our pro advisors will guide you through the entire establishment process and know your investment goals.
As superannuation legislation is complex and ever-evolving, we ensure the trustees that your administration and compliance are in the hands of highly skilled and experienced professionals.
- Deed Reviews
Your SMSF’s trust deed along with superannuation legislation form the governing rule of the fund and decide how it can be operated. Our experts can review the existing deeds to ensure they allow investment choices.
- Investment Strategies
When you go for SMSF, it’s legally required to have an investment strategy. But never assume it as one time set and forget document. It needs to be regularly reviewed to make sure your investment goals are met.
The SMSF borrowing rules can be complex and subject to change. Our experienced and highly skilled professionals will make sure your fund is compliant.
- Estate Planning
When you have an SMSF, strategic estate planning is important. Our qualified advisors will make sure your hard earned assets are carefully passed on to the right people.
- Tax Planning
We also render self managed superannuation fund trustees with driving-edge tax planning sessions to minimize their tax positions and maximize the flexibility of the SMSF structure.
- Pension Establishment
The SMSF pension documents must be in accordance with the legislative requirements, common law, and correct auditing. We maintain your documents up-to-date on a regular basis before and during the income stream phase.
Why Choose Us?
At Growthsure, our aim to render timely, professional, and efficient service that surpasses your expectations and help us build long-term relationships with you.
Our professionals have the right knowledge and experience to deliver a fully compliant self managed superannuation fund that could meet all your unique requirements while keeping everything under law. We strictly abide by the legislation, law, rules, and believe in maintaining complete transparency with all our clients.
Take the complexity out of SMSF Administration
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Frequently Asked Questions
FAQs Related To Queries
Do you prepare tax returns?
Yes, our professionals can prepare tax returns for individuals and businesses. Our highly skilled and qualified accountants prepare and check all the tax returns before they are lodged. We strictly comply with the taxation laws and legislations and deliver high-quality service that ensures maximum tax returns without breaching any laws.
Can you help us to set up structures for my new business?
Definitely. At GrowthSure, we offer consultation and get advice to help you set up a business successfully. During the initial stages, we assess personal circumstances, cash flow, business risks, etc., and work with you to set up the best business structure that will be most beneficial for you.
Can you do bookkeeping for my Business Activity Statement?
At GrowthSure, we do more than just ‘keep the books’. Our experts help you get a holistic view of your business finances and tailor strategies to fulfill short-term and long-term goals. We can take the pain out of your paperwork with our leading bookkeeping and payroll service. Our robust bookkeeping and payroll services help you out with accurate financial reports every time.
Do you provide tax planning services?
Yes. We offer an entire range of services in areas including personal and business structures, investments, finance and mortgage, tax returns, etc. At GrowthSure, we help you get maximum financial benefits while strictly complying with the laws and legislation.
Can you help us with getting personal or business finance?
Of course. We employ our 10+ years of expertise to help you plan out your personal/business finance in a manner so you can gain maximum benefits while securing your financial future. Our professionals are highly qualified and will craft a custom strategy and implement solutions that can meet your exact finance requirements.
Why is tax planning important?
Whether you are an individual or a business owner, tax planning is very important to gain benefits and feel secure about your current as well as the future situation. Strategic tax planning is vital to help you meet your short-term and long-term financial goals.
What is a Self-Managed Superannuation Fund (SMSF) and how does it differ from a regular super fund?
An SMSF (Self-Managed Superannuation Fund) is a private super fund that can be managed by yourself. They are different from professionally managed funds like retail or industry funds.
When you manage your own super fund, You put your money in your own SMSF instead of adding it to a professionally managed fund. You can choose the insurance, investments, and many other aspects of your fund.
On the other hand, APRA-regulated funds need a highly-skilled professional to manage them properly. You need to be smart and confident in choosing your investments to perform better.
At GrowthSure, we have an entire team of professional accountants who have the right knowledge and experience to advise you for building and managing your SMSF.