Responsible advice and ethical management of your personal superannuation fund
Setting up a SMSF offers the ability to tailor an investment strategy that suits your income and lifestyle, providing you with more investments options and the potential for reduced costs.Setting up a SMSF offers the ability to tailor an investment strategy that suits your income and lifestyle, providing you with more investments options and the potential for reduced costs.
It’s important to set up your SMSF properly so that it’s eligible for tax concessions and easier to manage once it’s up and running. You’ll need to:
- consider finding an SMSF expert to help you with the initial set up;
- create a trust deed;
- appoint trustees;
- register with the ATO;
- set up a bank account for your fund;
- roll over your super;
- set up an investment strategy.
Need help and want to know more?
Call Sunshine Coast SMSF Solutions for assistance on (07) 5451 6888 or send us an email.
What you need to know
Before deciding whether an SMSF is right for you it pays to consider the key advantages as well as the drawbacks of an SMSF.
Benefits of setting up a SMSF
- SMSFs provide a greater degree of control and flexibility over you investments, making them suitable for sophisticated investment and retirement strategies
- Increased estate planning and retirement options
- Potential for tax efficiencies
Establishing and maintaining an SMSF involves:
- Making time to effectively administer the fund and monitor its assets
- Paying the costs of auditing, supervisory levies and day-to-day administration
Sunshine Coast SMSF Solutions
Suite 8
61- 63 Primary School Court
PO Box 6070, Maroochydore,
BC QLD 4558
Phone: +61(0) 7 5451 6888
Fax: +61(0) 7 5451 6809
E-Mail: info@sunshinesmsf.com.au
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