Secure Client PortalSelf managed superannuation
Take control of your Super with your own Self Managed Superannuation Fund
Would you like greater flexibility and control over your retirement savings and how they’re invested? If so then consider setting up your own Self Managed Superannuation Fund (SMSF). You manage your own super fund and decide how to invest. With your own self managed super fund you have a wider choice of investments than in an Industry or Retail Superannuation Fund (For example direct investment into Commercial Property). The flexible nature of your own Self Managed Superannuation Fund allows you to benefit from the significant tax advantages that superannuation provides.
We pride ourselves on outstanding SMSF client service. You have direct access to a CA SMSF Specialist who is licensed by the SMSF Advisers Network Pty Ltd (AFSL 430062) to provide SMSF product advice. The CA SMSF Specialist is equivalent to a Masters level program and is undertaken at the University of New South Wales and set at a sufficiently high standard to ensure Chartered Accountants are able to demonstrate their specialist SMSF knowledge at the highest level
We provide a comprehensive self managed super fund accounting and administration service. We take care of the SMSF setup if you’re looking to establish a self managed super fund and we handle the SMSF paperwork – Financial Plan, Investment Strategy, Administration, Investment tracking and Reviews, SMSF Accounting, Annual Report preparation, Tax Returns, Member Contribution Statements, Pension calculations and we arrange the Annual Audit, letting you manage the decisions.
Since 1st July 2016, advice about superannuuation must be provided through an Australian Financial Services Licence.
In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, our associated company EGFS Advisory Pty Ltd (ARN 1257919) (ABN 86 602 339 695) has chosen SMSF Advisers Network Pty Ltd (SAN) (AFSL 430062) (ABN 64 155 907 681) www.smsfadisersnetwork.com.au - the Australian Financial Services Licence of the National Tax and Accountants' Association Ltd (NTAA).
SAN supports us in providing advice regarding:
- Establishment of Self Managed Superannuation Funds
- Preparation of a Financial Plan for your SMSF
- Preparation of an asset class investment strategy (based on an assessment of your risk profile)
- Deposit products, including basic deposit and non-basic deposit products
- Contribution advice and strategies (amounts, types, withdrawal and recontribution)
- Transfer of business property into superannuation
- Pension strategies (account based and transition to retirement)
- Withdrawals, commutations and death benefit payments.
- Limited Recourse Borrowing Arrangements.
- Winding up of a SMSF