Self Managed Superannuation Fund
SMSF Compliance & Tax Planning
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.
“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 CrosbieNo 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, tax planning services, SMSF compliance and administration, we can help. Our key service offering for SMSF includes the following:
SMSF establishments
Preparation of financial statements and annual returns for SMSFs
Administration of SMSFs
SMSF compliance
SMSF audits
SMSF Trust Deed Updates
Limited Recourse Borrowing Arrangements
Tax Planning Services
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 and we always keep up-to-date on SMSF compliance. It’s designed to give you peace of mind.
Latest Insights
Superannuation (SMSF)
Steps to take when winding up your SMSF
There will most likely come a time when your SMSF will need to be wound up, with a change in members, the fund’s finances, perhaps …
End of financial year: super strategies 2021
Super contributions are one of the areas that individuals need to review each year according to their circumstances. Tax deductible (Concessional) contributions Concessional contributions are before-tax …
Evidencing SMSF property valuations
The ATO recently clarified the evidence that is required to support real property valuations within SMSFs, particularly in light of the unique challenges brought about …
Meet the Team
Our SMSF Adviser
The future of SMSF for an ageing Australia
Download the eBook!
What’s inside:
- The super rules challenging estate planning
- The future of financial planning
- Technology to help with visibility
- Strategising for the future
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Get in touch to discuss if an SMSF is right for you or if you need help with your SMSF administration.