Tax & Accounting Business Services Self Managed Superannuation Funds Financial Planning

Self Managed Superannuation Funds

Self Managed SuperannuationYou know that there are many benefits of having your own Self Managed Superannuation Fund – including having greater control over your investment portfolio, deciding where your money is invested, owning property, borrowing, and taking advantage of the significant tax concessions

But, with this greater control and flexibility, comes responsibility and accountability, increased workload, increased complexity and responsibility, as well as serious personal penalties for breaching the Superannuation Industry (Supervision) Act 1993 (SIS Act), its regulations and a host of other legislation.

At Brubacher, our accredited specialists will work with you to determine whether a Self Managed Super Fund (SMSF) is the right choice for you.  We help you with the establishment, operation, management, legal, audit and compliance of your SMSF. We are also able to provide you with numerous SMSF strategies and investment plans to help you get the most from your fund, through our financial planning Company and properly authorised financial advisers.

Our highly experienced Advisory staff will provide you with information and advice on:

  • Setting up and registering a Self Managed Superannuation Fund, including all legal documentation;
  • Preparing & lodging your SMSF Annual Return;
  • Preparing & Lodging Superannuation transfer balance account reports;
  • Reporting and compliance monitoring;
  • Reviewing Estate Planning, Pension establishment and annual review documentation;
  • Understanding SMSF Taxation planning and strategies
  • Completing SMSF audits through an independent audit company; and
  • Undertaking required SMSF administration.

We consider being your accountant gives us an exceptionally privileged view of your business & personal financial affairs. This provides us with the ability to be extremely proactive for you. Our experience enables us to provide a highly personalised service, tailoring solutions to your specific needs and objectives.  This means we are there when you most need our guidance and support.

I don’t have time for remembering, managing and completing all that Superannuation stuff required by the government, ASIC, Auditors and the Tax Office. Brubacher manage all that for me, and just tell me what I need to do, when I need to do it.– N.G.

Call us on 03 9329 5333, email us, or click here for an initial no obligation discussion. We look forward to hearing from you.

This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.

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