Self Managed Superannuation Fund

SMSF

Over your lifetime you’ll probably have two main assets: a home and superannuation.

A Self Managed Superannuation Fund (SMSF) gives you control over where you invest your money. You’re not at the mercy of fund managers who invest your money based on your risk profile.

SMSF Specialist Newcastle

“The great benefit of having your own fund is control. You choose what you invest in…and superannuation is still the most effective tax vehicle.”

– Derek Bouman, Partner at DFK Crosbie

No matter how much the legislative changes are affecting how much you can accrue in super, it’s still the most effective tax vehicle. The government always uses it as a budgetary tool. If you’re comfortable investing in a property or term deposits rather than shares, you can. In adverse events like the global financial crisis, you can be proactive and shield yourself with a SMSF.

SMSF

Key Services

Whether you need help setting up a SMSF, managing your SMSF or with the compliance and administration of your SMSF, we can help. Our key service offering for SMSF includes the following:

financial advisor

SMSF establishments

Group 7

Preparation of financial statements and annual returns for SMSFs

Business advisory newcastle

Administration of SMSFs

business auditing services

SMSF compliance

Group

SMSF audits

business advice sydney

SMSF Trust Deed Updates

Tax Advice Newcastle and Sydney

Limited Recourse Borrowing Arrangements

Tax Advice Newcastle and Sydney

Tax Planning

dfk crosbie newcastle

Why DFK Crosbie?

Our specialist superannuation team can advise you how and if your situation would benefit from a SMSF. Setting up your fund correctly is critical. We can advise you or do it for you.

Then there’s the all-important strategy to make sure your superannuation investment gets the best possible results for you and your family, short term and longer term. You can invest your money exactly where you feel most comfortable. That might be shares, property or term deposits.

At DFK Crosbie we’ve implemented live reporting technology so you can see how your portfolio is progressing whenever you want to. The information is at your fingertips. You don’t have to wait for months after an event to make a change. It’s designed to give you peace of mind.

dfk crosbie testimonials and reviews
I switched from numerous superannuation service providers to DFK Crosbie who proved themselves as the best for handling superannuation cases. They made the whole thing as easy and simple as a breeze and worked in my interest. Today I feel that I am really in control of my funds. I can have a detailed look at my investments through their regular reports.
- DFK Crosbie Client

Latest Insights

Superannuation (SMSF)

Six members in an SMSF
SMSF

SMSF regulations to allow six members under new legislation

A bill has been introduced into Parliament that partially implements a measure to allow an increase in the maximum number of allowable members in self-managed …

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SMSF errors to avoid
SMSF

Top 5 ways to trip up with SMSF annual returns

The ATO has compiled, from many years’ worth of annual return data supplied by self-managed superannuation funds, what it says are the top five errors …

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Superannuation have you covered
COVID-19 Resources

Has your super fund got you covered for insurance?

With COVID-19, maybe not. From 1 July 2019, the government adopted new rules that aim to prevent the unnecessary erosion of people’s retirement savings through inappropriate …

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Meet the Team

Our SMSF Adviser

Derek Bouman

Superannuation (SMSF)

SMSF Advice for Australians

The future of SMSF for an ageing Australia

Download the eBook! 

What’s inside:

  • The new super rules challenging estate planning
  • The future of financial planning
  • Technology to help with visibility
  • Strategising for the future

Schedule a Consultation

Book Now

Get in touch to discuss if an SMSF is right for you or if you need help with your SMSF administration.