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Auswild & Broad | Self Managed Super Fund (SMSF) Services

Self Managed Super Fund (SMSF) Services

The asset value of superannuation funds in Australia is close to $3 trillion with more and more people choosing to self manage thier superannuation through an Self Managed Super Fund (SMSF). If you already have a SMSF, or are contemplating establishing one, there are some basic questions you need to consider:

  • Should I set up a SMSF?
  • What do I need to do to keep the SMSF compliant?
  • What assets can I have in the SMSF?
  • Can the SMSF borrow money to purchase ssets?
  • How much does it cost to operate a SMSF?
  • When can I start taking a pension?
  • How much can I contribute to superannuation?
  • How much do I need to retire?
  • Is my SMSF still appropriate for me?
  • What is my exit plan from the SMSF?

At Auswild & Broad Pty Ltd, we have a small team of knowledgable, well trained professionals that specialise in superannuation. We can help you consider these questions and more.

We can also assist with all aspects of managing your superannuation fund - setup, documentation such as minutes, leases and notices, rollovers, SMSF accounting and audit, pension strategies, contribution strategies, investment strategies, using an SMSF as part of an overall business structure, Transfer Balance Cap management and reporting, binding death benefit nominations and exit strategies.

It is also compulsory to have the fund audited every year and this must be done by an independant auditor. We utilise the services of Redmans for all our SMSF audits, and they offer an excellent audit service at a very reasonable price.

If you have any questions relating to self managed superannuation, please contact our office.