Self Managed Super Fund(SMSF)
An SMSF is your own personal Superannuation Fund that gives you total control over how your Super Benefit is invested. An SMSF is perfect for the DIY investor who prefers to make their own Investment choices for their retirement rather than leave their Superannuation to be invested by others. There is no minimum amount required to set up an SMSF.
The big advantage of self-managed superannuation is greater control, but the additional workload can be overwhelming. Let our consultant at ADJ Financial Services Pty Ltd help establish a Self-Managed Super Fund (SMSF) for you today!
Our consultant makes sure your fund complies with all super and tax law regulations. These include:
Set-up and advice on legislative requirements for the administration
Investment strategy
Investment in assets such as direct equities (shares)
Investments in direct property including business premises
Tax compliance obligations
Audit the financial position and operation
Preparation of financial reports
Starting or commuting a pension
Actuarial certificates
