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Self Managed Superannuation Funds

Are you thinking of setting up a self managed super fund? Do you already have an existing self managed super fund? Self Managed Super Funds (SMSFs) are the largest and fastest growing segment of the Superannuation industry. We can assist you with your self managed superannuation fund (SMSF).

Our experts can help you throughout the entire process of establishing, administrating, managing, ongoing compliance and strategic advice for your SMSF.

The self managed superannuation fund industry is a very complex area and it is critical that your are guided by a professional who can advise you on all aspects of establishing and running your own SMSF. The penalties for not adhering to the strict rules relating to the governance of SMSFs can be severe, and as such expert advice is essential for you to achieve a successful outcome.
The Australian Taxation Office has more information on self managed superannuation funds available by clicking the link below. Or alternatively make an appointment to come in and see us and speak to an expert.

ATO Website - SMSF Information

See below for more detail on each of the services offered by Adelaide Hills Financial Planning in relation to Self Managed Super Funds:

Self Managed Super Fund Services

Establishment of a new Self Managed Super Fund

Ongoing administration, management and compliance

Tax effective contribution and income stream strategies

Limited recourse borrowings arrangements and other strategy developments

Audits

 

SMSF and Wealth Management

We can provide high level superannuation planning, advice and strategies which includes:

Pension/income stream strategy and advice

 

Estate Planning

 

Investment advice

 

 

ABN 48 009 189 495
AFSL 240687

 

DISCLAIMER: -

Brendan O'Donnell is an authorised representative of Securitor Financial Group Ltd.
           

Your Adviser may offer you services through Adelaide Hills Financial Planning and Adelaide Hills Accounting & Financial Planning which are each separate businesses.

Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

 

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