Financial Services For SMSF’s

Inform your decisions with the right advice and information 

Self-Managed Superannuation Fund (SMSF)

Your superannuation investment involves some of the most important financial decisions you will ever make. Maximising your super to secure your financial future is critical. This is where you need solid, reliable and trusted advice.

As an investor, you know the benefits of using a Self Managed Super Fund for your investments include:

  • Reduced tax on investment income and capital gains
  • Ongoing tax benefits from an allocated pension fund upon retirement
  • Reduced administration costs.

Taking control of your super

SMSFs hold almost one-third of all money invested in superannuation funds in Australia today. They are becoming increasingly popular because of the control and flexibility they offer.

SMSF trustees have the advantage of making all the investment decisions and having full control over their portfolio. But this brings considerable responsibility and the risk of selecting poor investments.

As an investor, you know the benefits of using a Self-Managed Super Fund for your investments. If you don’t have one, we can assist you in correctly forming a SMSF for you, as well as the company and trust.

If you don’t have one, we can assist you in correctly forming a SMSF for you, as well as the company and trust.

If you already have a SMSF, then we can help you make the right decisions with how to use the SMSF. We help you with the tax, administration and compliance issues, which can be complex.

And because our wealthpreneur® team has an ASIC approved SMSF auditor, you will gain confidence and feel secure knowing your SMSF is fully compliant.

We look after your SMSF like it’s our own, so we ensure you take advantage of all the tax deductions you are entitled to.

SMSF trustees have the advantage of making all the investment decisions and having full control over their portfolio. And this brings considerable responsibility and the risk of selecting poor investments.

That’s why we specialise in helping investors with our specialist financial and investment knowledge, expertise and experience to give you practical investment strategies to grow your wealth.

When you work with us you’ll also get access to our vast “A” team investment network. This includes business bankers, insurance providers, property agents, share brokers, and lawyers in Australia and around the globe, so you get the most out of your investments.

wealthpreneur®’s SMSF services include:

  • Evaluation of the suitability of an SMSF for your particular circumstances
  • Fund establishment
  • Property lending for Self Managed Super Funds
  • Formulating your Self Managed Super Investment Strategy
  • Advice on related party transactions
  • Related Party Lending
  • Ongoing compliance documentation and procedures
  • Fund administration and accounting
  • Pension establishment
  • Ongoing administration of pension funds.

Real Businesses, Real Stories

Success stories from the client we have assisted

The rules for Self Managed Superannuation Funds (SMSF) has had many big changes occur in the Federal Budget May 2016, which has introduced complications. A recent medical client with an expected SMSF of more than $1.6 million dollars approached wealthpreneur® for advice.

Author and Managing Director of wealthpreneur®, Sandeep Bhatt, sent the client his latest eBook titled “Top Seven Changes to Super, How it impacts your personal and business tax” as it was clear his client was passionate about SMSF and knew more about SMSF than most accountants.

wealthpreneur® provided up-to-date advice and knowledge on this complex subject and was able to show his client how to create and maintain wealth.                                

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Contact our specialist accountants on +612 8896 6166 to book your Discovery Consultation to discuss your business needs. During the Discovery Consultation, you will receive practical business, tax, accounting, legal structuring, and systemised record-keeping advice that could have a significant impact on your profits

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SPECIALIST SERVICES

Real Business, Real Stories

Success stories from industrie types we've assisted

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