Perth
Self-managed superannuation fund
Propel
your
future
A self-managed superannuation fund (SMSF) is an effective way to build your nest egg for retirement
SMSFs are becoming increasingly popular, offering more flexible investment options and greater control over retirement and estate planning in a tax-effective environment. Setting up an SMSF requires careful planning and adherence to regulatory requirements. Our 'super' team can help you establish an SMSF and explain your obligations and responsibilities as a trustee.
Our SMSF services include
- Full suite of specialist compliance services to assist with annual financial and taxation reporting obligations
- Advice in connection with legislative changes specific to superannuation
- Advice around the types of investments an SMSF can make
- Calculation of minimum pension requirements
- Advice relating to the taxation implications of contributions
- Review of any potential compliance issues and provision of rectification solutions
Our SMSF team manage all of these services. The wealth management team can provide holistic wealth management advice, with expertise in superannuation, investments, retirement planning, estate and succession planning, tax, risk management and insurance.
Insights
From 1 July 2025, the Government has proposed a new tax on those who have a total superannuation balance (TSB) of greater than $3 million. The new tax is called Division 296 (Div 296) and the proposal is for an additional 15% tax to be levied on the movement between...
Insights
Estate planning is crucial for the management and distribution of your assets after your death. Documents need to be well drafted to ensure they are legally binding, that your wishes are honoured and your loved ones are provided for according to your preferences. Estate Planning involves more than just a...
Insights
Private assets have been an attractive area of investing for many years for the big end of town, ultra-high net worth families, institutions, and large super funds. However, these investments have been unavailable to smaller investors until very recently. “Private assets” is a term that covers many investments that are...