HOW A SMSF COULD BENEFIT YOU
HOW A SMSF COULD BENEFIT YOU
- The advantages of an SMSF may include:
- Greater flexibility in investment choices and asset selection
- The ability to pool your resources with up to 4 fund members with similar financial objectives
- Investing in commercial or residential property
- The ability to own business real property in your superannuation fund, to assist your business cash flow
- The ability to transfer personally owned listed shares, business real property and managed funds directly into your SMSF
OUR SERVICES
OUR SERVICES
- Advice on setting up an SMSF
- Provide a written Statement of Advice (SOA) with all SMSF Strategies as required under the AFSL regulatory environment
- Preparation of annual financial reports, tax returns and other superannuation documents for audit purposes
- Liaison with SMSF audit specialists
- Advice and assistance to comply with Superannuation Industry legislation
- Advice on borrowing within an SMSF
- SMSF Strategies to get more growth from your Superfund
- Advice on when to start a pension, transition to Retirement and Conditions of Release
- Pension calculations including commencement of pensions and commuting a pension back to accumulation phase
- Review of investment strategies and asset allocations within your Superfund
- Review of life insurance policies owned by the Superfund
- Tax effective lump sum withdrawals
What our customers are saying
What our customers are saying
The team at A & F Superfunds are just next level in accounting and business advise. Leo, Jess & the team are a very professional organisation. The team go above & beyond for its clients. Expert & honest advice, which will help transform your business as they did for ours. We have a long-standing relationship for multiple reasons and one that is most important to us was the customer relationship we have with the team; they treat our business as their own on a personal yet very professional level. The team are serious about your accounting needs ensuring the best possible outcomes are always ethically meet. They are skilled and highly experienced with helping structure build and support your business needs from general accounting advise and SMSF and the most importantly help advise on growth of your business. Highly recommended!!! Thanks you guys what a great team.
Goran Gacovski - Venna Group (Vascular And Diagnostic Solutions) Pty. Ltd