Self Managed Super
SMSFs (Self Managed Super Funds) are one of the most popular types of super funds in Australia, but they can also be one of the most complex. At Thompson and Wallace Partners, we have a wealth of experience helping SMSF trustees navigate the ever-changing rules and regulations.
We understand the unique challenges that SMSFs face, and we’re here to help you every step of the way. Whether you’re looking to establish a new SMSF or you need assistance with compliance or investment strategies, our team can provide expert guidance.
We pride ourselves on providing personalised service, so you can be confident that you’re getting the best possible advice for your SMSF. Contact us today to find out how we can help you achieve your SMSF goals.
What’s an SMSF ?
SMSFs, or self-managed super funds, are a type of superannuation fund that are managed by the members themselves. SMSFs can have up to four members, all of whom must be trustees or directors of the SMSF.
SMSFs are a popular choice for Australians who want more control over their retirement savings. SMSFs give members the ability to choose their own investments and make decisions about how their money is spent.
One of the key benefits of an SMSF is that it can provide greater flexibility in retirement planning. SMSFs also have several tax advantages, including the ability to claim deductions for contributions and earnings.
SMSFs are subject to strict regulations, and members must comply with reporting and disclosure requirements. SMSFs can be a great way to save for retirement, but it’s important to understand the responsibilities that come with managing your own fund.
SMSF Solutions you can Expect
Personalised Service
Fixed pricing fee structure
SMSF documentation that incorporates the latest legislative changes
Real time reporting of valuations, transactions and member balances
Monitoring of contributions to ensure you are within the relevant caps
Tracking of pension drawdowns so you meet your minimum requirements
