FREE Information Consultation - Self-Managed Super Funds
For a limited only we are offering FREE information consultations with Carolyn Deagle our SMSF Manager! This 30-minute consultation can be booked for a in person meeting at our Redland Bay office or a phone consultation at a time that suites you!
Know someone else that would be interested? Refer them for this FREE offer as well, just make sure you tell them to reference your name in the booking.
This is an information only consultation, weather you would like to learn more about Self-Managed Super Funds, have questions about a currently opened Super-Fund or Annual compliance fees involved, we do not provide financial advice.
About our SMSF Solutions include: SMSF Compliance SMSF Administration Tax Effective Strategies to Optimise Your Super Return
Like other super funds, SMSFs are a way of saving for your retirement. Generally, the main difference between an SMSF and other types of funds is that members of an SMSF are the trustees. This means the members of the SMSF run it for their own benefit SMSFs are not suitable for everyone, and you should think carefully before deciding to set one up. It is a major financial decision, and you need to have the time and skills to do it. There may be other, better options for your super savings. If you are considering an SMSF for your super savings, the publication, thinking about self-managed super (NAT 72579) provides you with some practical information. Licensed financial advisers, tax agents and accountants can also help you understand what is involved. If you decide that an SMSF is the appropriate vehicle for your super savings, you need to ensure the fund is set up and maintained correctly so that it is eligible for tax concessions, can pay benefits and is as easy as possible to administer. Setting up a self-managed super fund (NAT 71923) provides some basic information on this and the steps you need to follow to set up the fund correctly.