More Than Just Tax
More Than Just Tax
Most Australians are aware that a Self-Managed Superannuation Fund or SMSF is a suitable choice of investment vehicle for a comfortable retirement. However, to make sure that your SMSF can give you the financial support you need when you need it, you need to ensure it’s set up correctly, aligned with your goals and fully compliant with tax and superannuation laws. If you currently have an SMSF or would like to establish one, Stephenson Partners can assist you from start to finish.
Establishing An SMSF
Before we help any client establish an SMSF, we consult with them on all the costs that could be involved in creating and maintaining one, as well as how much they’d need to retire comfortably living the lifestyle of your choice. It’s a critical step that will show them where you’re currently at, where you’d like to be and how to get there. With our help, many clients have even managed to retire and take their pension earlier than expected.
Once we do this, we’ll answer all your questions and clarify anything you’re confused about, as well as help you decide which type of SMSF to choose and what you’ll need to do from your end to keep it compliant. Once you’re happy, we’ll have our panel of trusted advisors set-up the fund, file the correct documents and then maintain it regularly.
Many people borrow against their SMSF to make investments that will earn them more money. It often involves purchasing an investment property. If you’re interested in using money from your SMSF, we’ll show you what assets you can buy and which will benefit you the most.
The rules around SMSF funds can be complicated. We make sure that every client is educated on what they can and can’t do with SMSF. We work hard to advise our clients on how to utilise their SMSF effectively, and in a way that will benefit them.
In addition to helping clients establish SMSF funds, we also audit their funds annually and with great attention to detail. We check for additional compliance requirements and attend to each. Therefore, your fund is always well-looked after, for your peace of mind.
If you’re looking into investing in your retirement, Stephenson Partners can provide you with SMSF assistance. For our consultation, accounting and auditing services, call us today for advice.
What do we mean by this? At Stephenson Partners, we're committed to creating better businesses, not just filing tax. We value the relationships we build with our clients, working with them constantly to improve their businesses financial workings.
We're a friendly and approachable team, chat with us today.