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

Industries experience

We enjoy working with a wide variety of clients to help them setup their SMSF

Years of experience

30

We have helped

10K+ customers

We have helped

500+businesses

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