Wine grapes on the vine in a field are almost ripeSelf-managed super funds (SMSFs) are a way of saving for your retirement. Managing your own super can offer greater control and access to a broader range of investment options such as shares, direct property and alternative asset classes not available to conventional super funds.

The difference between a SMSF and other types of funds is that the members of a SMSF are usually also the trustees. This means the members of the SMSF run it for their own benefit and are responsible for complying with the super and tax laws.

Whether you already have a SMSF or are thinking about setting one up, Financial Decisions offer specialised support services which can be tailored to suit your needs including:

  • assistance with administration and compliance, including tax returns, financial statements preparation and lodgements
  • facilitating annual independent audit
  • fund and trust deed establishment
  • transfer of existing funds
  • pension establishment
  • investment advice, including owning property in your SMSF
  • tax and strategic advice

Back

Personal

  • Contributions
  • Taxation
  • Preservation
  • Beneficiary Nomination
  • Conditions of Release
  • Insurance

SMSF

  • Establishment
  • Compliance
  • Administration
  • Beneficiary Nomination
  • Conditions of Release
  • Insurance

Corporate

  • Employment Benefits
  • Life Insurance
  • Private Health
  • Fitness Membership
  • Travel Insurance