For new SMSF's...
Establishment
Your superannuation is an important investment in your future. Taking personal control over this asset is a significant decision.
Amanda Draffin is an expert in SMSF's and is happy to sit down for a chat and answer any questions you have about what you can and can't do in your super fund, the best tax strategies and your responsibilities as a trustee. We can provide you with detailed steps and prices for the establishment process so that you have no hidden surprises.
We are not financial planners and cannot recommend whether a SMSF is right for you or what to invest in. We can provide information about what SMSF's can and cannot invest in, compliance obligations, tax implications and ongoing running costs.
If you decide to proceed with a SMSF, we can quickly and easily organise all legally required documents to establish your self managed super fund and corporate trustee (if you choose this option). We will help you rollover funds from industry super funds and assist with setting up new bank accounts for you super fund. Should you want to purchase a property within your super fund, we can also assist with this process and establish a Bare Trust for your fund. Whatever help or questions you have, we are here.
Almost all documentation can be approved digitally on our secure online portal, making this a very simple process. Although we always love to catch up in person!
Feel free to contact us for a free consultation.
Resources
The more information you have about self managed super funds, the better. Your financial future will determine what kind of life you will have after you retire. We would prefer so spend time giving you all the information you need, and then you decide not to set up a SMSF than set one up and realise that it is not the right fit for you.
The SMSF Association have a website called SMSF connect which contains a huge amount of information about how SMSF's work. You need to sign up to get access, but it is free.
The ATO provides a lot of very detailed information, with particular attention paid to tax and legislative elements. It is categorised clearly so you can find what you need.
We have created a PDF document with some things to consider before you decide to set up a SMSF. We have also detailed our establishment process so you know what to expect. There are a lot of steps to get your super fund up and running, but once it is established it all gets simpler! We find that we get to know each other quite well during this initial stage, during all the to-and-fro-ing!