SMSF Tax & Adminitration

Superannuation is your future.Our Planners & Advisers have the knowledge, support and experience to guide you towards a prudent superannuation investment strategy.

Self-Managed Superfund (SMSF)

Income generated from superannuation funds is an integral part of an investor’s private wealth creation that will determine their retirement lifestyle. Ord Minnett’s professional Financial Planners and Advisers have the knowledge, support and experience to guide you towards a prudent superannuation investment strategy.

Commonly Asked Questions about SMSF

Self-managed superannuation funds (SMSFs) are established by investors who seek greater independence in managing their super fund and a more hands-on approach over their choice of investments.

A self-managed super fund (SMSF) is a private fund that you manage yourself. SMSFs are different to industry and retail super funds. An SMSF can have up to four members, who are friends or family Most SMSFs have two or more. As a member, you are a trustee of the fund – or you can get a corporate trustee. In either case, you are responsible for the fund. While as the SMSF’s Trustee you are responsible for the fund, Ord Minnett’s advisers can provide extensive support by managing investments, making strategic recommendations and working closely with the SMSF’s accountant to simplify tax obligations. An SMSF is a platform which allows for the investment of member contributions and the provision of benefits in the form of either a lump sum or pension upon the retirement of a member. SMSFs are established for the sole purpose of providing retirement benefits to members.

A self-managed super fund (SMSF) is a private fund that you manage yourself. SMSFs are different to industry and retail super funds. An SMSF can have up to four members, who are friends or family Most SMSFs have two or more. As a member, you are a trustee of the fund – or you can get a corporate trustee. In either case, you are responsible for the fund. While as the SMSF’s Trustee you are responsible for the fund, Ord Minnett’s advisers can provide extensive support by managing investments, making strategic recommendations and working closely with the SMSF’s accountant to simplify tax obligations. An SMSF is a platform which allows for the investment of member contributions and the provision of benefits in the form of either a lump sum or pension upon the retirement of a member. SMSFs are established for the sole purpose of providing retirement benefits to members.

A self-managed super fund (SMSF) is a private fund that you manage yourself. SMSFs are different to industry and retail super funds. An SMSF can have up to four members, who are friends or family Most SMSFs have two or more. As a member, you are a trustee of the fund – or you can get a corporate trustee. In either case, you are responsible for the fund. While as the SMSF’s Trustee you are responsible for the fund, Ord Minnett’s advisers can provide extensive support by managing investments, making strategic recommendations and working closely with the SMSF’s accountant to simplify tax obligations. An SMSF is a platform which allows for the investment of member contributions and the provision of benefits in the form of either a lump sum or pension upon the retirement of a member. SMSFs are established for the sole purpose of providing retirement benefits to members.

A self-managed super fund (SMSF) is a private fund that you manage yourself. SMSFs are different to industry and retail super funds. An SMSF can have up to four members, who are friends or family Most SMSFs have two or more. As a member, you are a trustee of the fund – or you can get a corporate trustee. In either case, you are responsible for the fund. While as the SMSF’s Trustee you are responsible for the fund, Ord Minnett’s advisers can provide extensive support by managing investments, making strategic recommendations and working closely with the SMSF’s accountant to simplify tax obligations. An SMSF is a platform which allows for the investment of member contributions and the provision of benefits in the form of either a lump sum or pension upon the retirement of a member. SMSFs are established for the sole purpose of providing retirement benefits to members.

A self-managed super fund (SMSF) is a private fund that you manage yourself. SMSFs are different to industry and retail super funds. An SMSF can have up to four members, who are friends or family Most SMSFs have two or more. As a member, you are a trustee of the fund – or you can get a corporate trustee. In either case, you are responsible for the fund. While as the SMSF’s Trustee you are responsible for the fund, Ord Minnett’s advisers can provide extensive support by managing investments, making strategic recommendations and working closely with the SMSF’s accountant to simplify tax obligations. An SMSF is a platform which allows for the investment of member contributions and the provision of benefits in the form of either a lump sum or pension upon the retirement of a member. SMSFs are established for the sole purpose of providing retirement benefits to members.

What can we do for your Self Managed Super Fund?

Setup

We can help you to set up your SMSF as a trust to ensure it complies with superannuation legislation.

Administration

We can help you to meet all your ongoing legal compliance obligations as an SMSF member/trustee.

Tax

We can help you take advantage of generous superannuation tax concessions with your SMSF.

Make an Enquiry

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