Self Managed Super Funds (SMSF)

Setting up a Self-managed Super Fund (SMSF) allows you to choose where you invest your super money, giving you control and flexibility over your super

If you have a reasonable amount of super or have funds that you would like to use to build your super, it may be beneficial for you to setup a Self-Managed Superannuation Fund (SMSF). An SMSF is your own super fund which gives you more control and flexibility over your super and retirement planning.

Having a SMSF means that you get to choose where you invest your super money, rather than your industry super fund choosing where your super money is invested. Supported by expert advice from your Financial Advisor, you can elect to invest in Term Deposits, Australian and International Shares or Residential & Commercial Property. You benefit from direct control over your investment decisions!

The decision to set up a SMSF is one that requires careful consideration: as you make investment decisions for your fund, you are held responsible for complying with superannuation and taxation laws. Wilson Pateras can support you to ensure any SMSF investment decisions you make support your overall investment strategy whilst avoiding unnecessary risk.

Wilson Pateras have a dedicated team of SMSF experts who can offer you a full range of services, from fund establishment to an ongoing administration service. It’s your choice as to whether you wish to have a high level of involvement in the operation of your SMSF and if you have the time to keep track of daily transactions and compliance obligations, or alternatively have us handle it for you. Our clients have the comfort of knowing that their fund is managed by industry experts whose full-time occupation is the professional management of SMSFs.

Curious about setting up your own SMSF? This Case Study will answer many of your questions!

Free Guide

How to work out your retirement number

OUR SERVICES INCLUDE

Establishing a trust deed and setup your SMSF
Identifying tax strategies for maximum benefits
Managing ongoing administrative and compliance obligations
Assisting with investing within your Super
Preparing tax returns and perform audits
Keeping track of transactions and correspondence
Reviewing your fund and supply you with quarterly reporting
Ensuring your SMSF is up to date with Estate Planning strategies

HOW CAN A SMSF BENEFIT YOU

Ability to invest directly in property
Maximise tax benefits
More control and flexibility of your retirement funds
Claim tax deductions for life insurance
Greater control of investments within your super
Potential higher net returns
Ability to draw-down a tax-free pension once you have reach retirement age
Ability to increase your super balance through contribution strategies
Allows for flexible estate planning strategies upon death
Combine superannuation balances into one SMSF fund

SMSF SERVICES

SMSF Setup
SMSF Advice
SMSF Audit
SMSF Tax Returns
SMSF Investment Strategies
SMSF Accounting
SMSF Trust Deeds
SMSF Property Investment Advice

Find Out How You Can Start Working
Towards Your Retirement Goals

Book your Complimentary Meeting with a Wilson Pateras Expert
  • :