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.

“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:

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

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.

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)

SMSF

How much money do you need to start a SMSF?

SMSFs are not for everyone, however for those individuals where a SMSF is entirely appropriate for them, the benefits can be considerable. In the context …

8 January 2021