Self Managed Super Funds

 

Ultimate control of your Superannuation
No obligation Consultation

Self Managed Super Funds

Setting up the Trust requirements

  • Our agents will guide you through the type of trust structure that will best fit your position.
  • Sole Member, Family and Corporate Trusts.
  • All legal documentation prepared.

Trusts are complex and you need to be advised on, what is best for you and your responsibilities. To self manage your super you have to setup a trust. The fund is regulated by the ATO and you are totally legally responsible for the fund. Self Managed Funds are also time consuming as you need to be aware and monitor how your investments are performing

Our SMSF Services

Whether you want to set up a Self Managed Super Fund or need help to make a SMSF Tax Return we have experts to help you through all the complexities.

Individual Trustee Setup

Individual Trustees
Includes 2 hours of agent work
Each additional hour $249

$460

Corporate Trustee Setup

Corporate Trustee Setup
Includes 3 hours of agent work
Each additional hour $249

$829

SMSF Tax Returns

Lodgement and Prep
Includes 5 hours of agent work
Each additional hour $249

$1260

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