Superannuation Specialist

Playing an important role in any wealth creation strategy, superannuation should never be considered as ‘just that thing that I have out there’. By taking control of your superannuation using a Self Managed Superannuation Fund (SMSF) you will gain true control of your financial future, which has the potential to unlock some exciting tax incentives and investment opportunities.

So what is a Self-Managed Superannuation Fund – SMSF?

It’s all in the name! A Self Managed Super Fund (SMSF) is just that, a superannuation fund that you invest within, and manage yourself.

There are tax incentives and investment opportunities that you can take advantage of through Self Managed Super that otherwise you cannot. The structure also offers excellent asset protection and efficient and binding estate planning opportunities, all of which will help you achieve your wealth creation plans.

The money in your Super Fund is your money, which is why a SMSF is about making your super work for you. Want to learn more about Self Managed Superannuation Funds? Download our SMSF 101 Fact Sheet here.

Self-Managed Superannuation Funds – SMSF’s: We’ll make it easy for you

Having your very own SMSF has a lot of benefits. There is however a catch: in addition to being responsible for investment in your fund, you must also manage its administration and compliance.

Apart from setting up your SMSF and providing advisory services, this is where FTA Accountants SuperProfessionals can really help you:

Our SuperProfessionals team can take care of your fund compliance and other paperwork so that you can focus on making your superannuation work for you.

SuperProfessionals offer three Management Plans to support your fund and ensure your paperwork and compliance is always up to date. This will enable you to stay focused on growing your super investments.

In all packages, our SuperProfessionals will provide you with:

Personalised and up to the minute service
Administration, compliance and tax assistance
Easy set-up and transfer services
Pensions and contributions
Seamless introduction to financial planners to establish Investment strategies

All of our package costs are covered by your Self-Managed Superannuation Fund (SMSF), so you are never out of pocket for any superannuation related expenses.

So what’s in our packages?

Self-Managed Superannuation Fund Packages

FTA Accountants SuperProfessionals offer three Management Plans to support your superannuation fund. These packages ensure your paperwork and compliance is always up to date, enabling you to stay focused on growing your super investments without paperwork headaches.

FTA Accountants will provide you with:

Personalised and up to the minute service
Administration, compliance and tax assistance
Easy set-up and transfer services
Pensions and contributions
Seamless introduction to financial planners to establish Investment strategies

Our Packages:

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Not sure if a SMSF right for you?

Whether you’re just now starting to consider your super options, coming up fast on retirement or a business owner interested in the tax advantages, a SMSF can give you the opportunity to be dynamic with your choice of super investments.

SMSF’s can suit some people more than others and often this is the first question we get asked! Is a SMSF the best choice for you?

Take our ‘Is a SMSF right for me’ quiz to find out… We can answer any of your questions – contact us for a no obligation, free chat regarding your superannuation needs.

Is an SMSF right for you? Click here now!

Are you ready to talk Super? Click here now!