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Self-Managed Superannuation (SMSF)

A Self-Managed Superannuation Fund (SMSF) can be an effective way to grow your wealth and allow you to save effectively for your retirement. Operating your SMSF offers you a greater degree of control in which you can advance your retirement wealth.

Managing your SMSF means investing time and being confident in making appropriate decisions in the best interests of the fund. However you don’t need to do this on your own. Working with a Chartered Accountant can ensure you design the most tax-effective superannuation strategy to achieve your objectives.

A Chartered Accountant can also offer a wide range of other services in accounting and business advice that can prove highly beneficial for your business direction. A Chartered Accountant who is good at what they do and who cares about your success will always tailor these services to what you actually need. They will take into consideration both your personal and business situation, and make the process easy and efficient.

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Have a talk to our team and see if we are the right fit for you. We want you to get back to concentrating on your business and enjoying your achievements.

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SMSF Services

If done right, a self-managed superannuation fund will give you the means to increase your wealth and save for your retirement effectively. We help you take control.

What are the benefits of a SMSF?

Superannuation should form a key part of your overall wealth creation strategy as it provides a means to efficiently grow and manage your investments over your lifetime. While managing an SMSF is a large responsibility it’s important for you to have direct control over your superannuation strategy and investment choices.

Obtaining the right superannuation advice can give you flexibility in relation to tax effective investment and estate planning strategies to maximise wealth across multiple generations.

What is required by you?

Trustees are responsible for the administration, compliance, development and maintenance of their SMSF strategy and need to adhere to strict rules or suffer significant penalties.

The rules of superannuation change and economic conditions fluctuate, so it’s vitally important to keep abreast of the governing rules and market if you’re to make the most of your SMSF. If you don’t feel totally confident in managing these requirements yourself, receiving experienced advice and support is recommended.

SMSF Compliance & Strategies

Our team at BLG attend to annual compliance of a SMSF including financial statements, member reporting including transfer balance account reporting, annual returns, associated minutes and actuarial certificates.

It’s valuable to have the technical advice of a Chartered Accountant that can also assist you with:

  • Contribution planning to maximise tax benefits
  • Access to superannuation benefits
  • Tax implications of pension strategies pre and post age 60 to maximise tax free benefits
  • Estate planning to ensure the transfer of your wealth in a tax efficient manner