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Self-Managed Super Funds
Are you one of those people who likes control, particularly over your investments?
If so, a self-managed superannuation fund (SMSF) might just suit you. If you set one up though, it is important that you understand your obligations as trustee of the fund in relation to the running and reporting of the fund.
SMSFs are becoming an increasingly popular choice as the preferred retirement-savings vehicle for many Australians and 20/20 Advice specialises in providing expert advice in this area to ensure that your fund is compliant and running effectively.
The complexities in establishing and administering a SMSF cannot be understated. The laws and regulations are constantly changing and the penalties for getting something wrong can be severe. We, at 20/20 Advice will partner with you to ensure your SMSF is, and stays, compliant. We can help you establish your fund, we will provide ongoing administration and advice, and when and if the time comes, we will be there to wind up your fund correctly.
Having a specialist partner when running your own SMSF, like 20/20 Advice, can save you time, worry and money and make sure you reach your retirement goals sooner.
SMSFs are becoming an increasingly popular choice as the preferred retirement-savings vehicle for many Australians and 20/20 Advice specialises in providing expert advice in this area to ensure that your fund is compliant and running effectively.
The complexities in establishing and administering a SMSF cannot be understated. The laws and regulations are constantly changing and the penalties for getting something wrong can be severe. We, at 20/20 Advice will partner with you to ensure your SMSF is, and stays, compliant. We can help you establish your fund, we will provide ongoing administration and advice, and when and if the time comes, we will be there to wind up your fund correctly.
Having a specialist partner when running your own SMSF, like 20/20 Advice, can save you time, worry and money and make sure you reach your retirement goals sooner.
The SMSF advice we provide includes:
Establishing your fund, including: - Provision of up-to-date Trust Deed
- Set up of Corporate Trustee (where advised)
- Provision of Company Constitution (where advised)
- All documentation and registration
Considered Investment Strategy Analysing and selecting investment alternatives Consolidation of existing superannuation funds Effective Estate planning for your superannuation assets Consideration of insurance within SMSF Superannuation and retirement planning strategies Borrowing in your SMSF Ongoing administration of your SMSF:- Transaction recording and tracking
- Processing and recording of any changes
- Compliance monitoring and alerts
- Annual audit of your SMSF
- Preparation and lodgement of annual tax return
Ongoing monitoring and advice Winding up your SMSF20/20 Advice Pty Ltd ABN 51 166 265 023, Corporate Authorised Representative
AIW Dealer Services Pty Ltd ABN 59 153 322 420 | AFSL 414256, Level 7, 39 Sherwood Road, TOOWONG QLD 4066
AIW Dealer Services Pty Ltd ABN 59 153 322 420 | AFSL 414256, Level 7, 39 Sherwood Road, TOOWONG QLD 4066
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