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SELF-MANAGED SUPERFUND (SMSF)


SELF-MANAGED SUPERFUND (SMSF)

Why a Self Managed Super Fund?

  1. Create wealth for retirement
  2. Invest for the long term
  3. Zero tax in retirement
  4. Portfolio Strategy
  5. Better than a family trust
  6. Tailor to your personal needs
  7. Provide for your dependents
  8. Plan a financially secure retirement
  9. Protect your assets against bankruptcy
  10. Great for property investors

A SMSF allows you to take control of your investment strategies, giving you great flexibility with investments, retirement income options and estate planning. You pay 15% tax on investment income during the accumulation phase and zero tax during the pension phase.

Interested in property purchase in an SMSF?  Our network of property agents, mortgage brokers, banks and lawyers makes this complex process seamless.

Being an SMSF trustee comes with many responsibilities and you need someone to guide you, advise you and help you understand just how to optimise your SMSF to your personal advantage.

Ask us How!
We are the Super Specialists

Everything we do is based upon the best outcome for the client. We apply strategic thinking and structures to provide you with expert tax advice.

Let us show you how to use your SMSF to take full advantage of the available tax benefits.

You already have a SMSF? Then let us show you how to use your existing SMSF to take full advantage of the available benefits.

Our services go beyond the annual accounts & tax return. We like to get to know you and fully understand your needs, dreams, and goals. We want you to have a “super future”!

Our comprehensive services include:

  • Set-up and administration of your self-managed superfund
  • Preparation of annual accounts & SMSF tax return
  • Rollovers
  • Insurances inside and outside of your SMSF
  • Account-based pension set-up and administration as well as transition-to-retirement income streams (TRIS)
  • Limited Recourse Borrowing Arrangements
  • Property purchase within the SMSF
  • Transfer of commercial property and or listed investments into your SMSF
  • Binding Death Benefit Nominations (BDBNs)
  • SMSF Trust Deed reviews
  • Estate & Succession Planning
  • Winding-up of SMSF

Contact us

Please book a consultation with our SMSF Specialist, Gina Davidson. Email her at gina@sondergaard.com.au or call her on (08) 6313 1900 to book your consultation.

Gina Davidson – Adviser Profile

General Advice Warning

The information contained on this page has been provided as general advice only. The contents of this page has been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned in this document, consult your own financial advisor or book a consultation with us to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer

Whilst Sondergaard Accountants Pty Ltd or GPS Wealth Ltd is of the view that contents of this page is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Sondergaard Accountants Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Sondergaard Accountants Pty Ltd or GPS Wealth Ltd.

Sondergaard Accountants Pty Ltd is a Corporate Authorised Representative No 1259797 of GPS Wealth Ltd AFSL No 254544 Australian Credit License #254 544 ABN 17 005 482 726 www.gpswealth.com.au

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