Establishing a self managed superannuation fund (SMSF) gives you complete control over the investments of the fund.
Not only does this mean direct involvement in the decision-making process, it gives you more flexibility to plan for your financial future. With a SMSF you can structure effective retirement and estate planning to suit your personal values and life goals.
But self managed superannuation involves many complex rules and regulations.
Time and expertise are required to keep up to date with legislative changes as well as manage administration and compliance requirements.
Strong track record
With a strong track record of in SMSF, Countplus mbt has investment experience that can help you maximise the return on your superannuation investment.
We can guide you through the SMSF establishment process and provide you with advice about borrowing strategies for your SMSF that is personalised to your situation, needs and goals.
Countplus mbt can also take care of your ongoing SMSF accounting and auditing requirements including financial statements, income tax and regulatory returns.
Managing over $46 million in client funds, our experts know the best ways to protect and grow your wealth, so that you can reap the maximum rewards for years to come.
To discuss how we can help you with establishing and managing a SMSF, please contact your Countplus mbt adviser for an obligation free meeting.