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 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 Specialist Newcastle

SMSF

Key Services

Whether you need help setting up a SMSF, managing your SMSF, tax planning services, SMSF compliance and administration or techinical support, 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

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 Services and Consulting 

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 and we always keep up-to-date on SMSF compliance. 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)

SMSF

What the new Your Future, Your Super means for you

Recent legislative reforms to the superannuation arena are set to change the retirement savings landscape for many Australians. The Federal Government says the Your Future, …

Read More
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 …

Read More
Tax Advice Newcastle and Sydney
SMSF

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 …

Read More

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 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.