At John P Smith & Co, we assist sole traders and small business owners throughout Kincumber and the surrounding areas with establishing and maintaining Self-Managed Super Funds (SMSFs). Understanding the unique benefits and responsibilities of SMSFs is crucial, and we’re here to guide you every step of the way.
What is an SMSF?
A Self-Managed Super Fund (SMSF) is a type of superannuation fund where the member(s) are also the trustees. This means you have direct control over your superannuation investments and are responsible for complying with super and tax laws. SMSFs are limited to no more than six members.
Our SMSF Services
We’ll assist you from the initial setup of your SMSF, ensuring it complies with all legal requirements.
Our services include:
- Assistance in Establishing an SMSF: Our experts provide guidance on structuring your SMSF to meet your financial goals.
- Compliance: We ensure your SMSF remains compliant with all regulatory requirements.
- Auditing:
As registered auditors, we can perform audits to guarantee the integrity of your SMSF.
Benefits of Having an SMSF
Having an SMSF offers several advantages, including:
- More Control: With an SMSF, you have more control over how your superannuation funds are invested.
- Greater Awareness: You’ll have a better understanding of how your money is invested and how it’s performing.
- Cost-Effective: SMSFs can be a cost-effective option for managing your retirement savings.
Choose John P Smith & Co. for expert SMSF services that give you control, awareness, and confidence in your retirement savings.
Ready to secure your retirement? Contact John P Smith & Co in Kincumber at 02 4369 4244 to explore SMSF options.
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Memberships:
MYOB Partner
Fellow of the IPA
Business Hours
- Mon - Fri
- -
- Saturday
- Appointment only
- Sunday
- Closed
Licence number:
Registered tax agent
Liability limited by a scheme approved under Professional Standards Legislation