Self-Managed Superannuation Funds (SMSFs) are an ideal solution for managing wealth and planning for retirement.
However, they can often seem complex and difficult to navigate. At McBurneys, we eliminate these concerns, offering a trusted, practical, and personable approach to help you meet your ongoing compliance obligations.
The benefits of a Self Managed Superannuation Fund (SMSF) include:
- Control: The trustee has full control over the management and decisions within the fund
- Investment Choice: The trustee sets the investment strategy, including direct investments in property or shares
- Taxation: SMSFs benefit from concessional tax rates: 15% in the Accumulation Phase and 0% in the Pension Phase
- Unique Investment Strategies: Includes opportunities like gearing in superannuation and purchasing business premises
- Creditor Protection: Assets within an SMSF are typically protected from creditors, even in the event of bankruptcy
- Estate Planning: The tax-efficient environment helps preserve wealth, leaving more for the trustee’s family after their passing
How we can help:
- Establish a Self-Managed Super Fund (SMSF)*
- Administer and Manage your Self-Managed Super Fund (SMSF)
- Assist with rollovers from existing superannuation funds*
- Provide expert advice on compliance and taxation matters
- Oversee SMSF accounts, audits, and annual reporting obligations
- Offer guidance on borrowing within superannuation*
Those services marked with an asterisk (*) are provided by McBurneys Advisory Pty Ltd in its capacity as a Corporate Authorised Representative of SMSF Advisers Network Pty Ltd ABN 64 155 907 681, AFSL No. 430062, 29-33 Palmerston Crescent, South Melbourne, VIC 3205.
