SMSF & Administration

A Self-Managed Super Fund (SMSF) is a private, individualized superannuation fund in which members are also trustees responsible for managing their fund’s investments and administration. SMSFs offer greater control and flexibility over investment choices, allowing members to tailor their portfolio to their financial goals and risk tolerance. However, SMSFs also entail higher administrative responsibilities and potential costs compared to traditional superannuation funds. Members are responsible for complying with regulatory requirements set by the Australian Taxation Office (ATO) to ensure the fund’s compliance with superannuation laws.

That’s why Our team of SMSF (Self-Managed Superannuation Fund) specialists are well-prepared to guide our clients through the process of setting up and managing their portfolios. Having a team with expertise in the field is crucial, as SMSFs can involve complex regulations and requirements.

Maintaining compliance is a critical aspect of managing SMSFs, as failure to adhere to the regulations can result in penalties and potential loss of tax benefits. Our focus on providing assurances and advice on compliance is essential for clients to navigate this process confidently.