If you are a Member and Trustee of a Self-Managed Superannuation Fund (SMSF) we can..
- Help you to put in place a compliant investment strategy for your Fund that addresses the position and objectives of Fund members
- Ensure the fund has appropriate risk management strategies in place to meet the requirement to look after members and their dependents in the event of death or disablement of a member
- Provide advice in relation to the different superannuation strategies available to fund members to optimise their position now and into retirement
- Review the rules of the Fund, as set out in the Trust Deed, to ensure that members can gain the maximum benefit from having a SMSF
- Develop and implement effective retirement strategies, including pension strategies and managing Reasonable Benefit Limits (RBLs)
- Assist you to put into place appropriate death benefit nominations that take into consideration your broader estate planning arrangement
- This Self Managed Superannuation Fund ATO Publication provides a useful overview of Self Managed Superannuation Funds
- We work closely with trustees of Self Managed Superannuation Funds helping them to meet their responsibilities. This SMSFs Role & Responsibilities of Trustees guide provides some information on these responsibilities.
DISCLAIMER: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstance.
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