Self Managed Super Funds (SMSF)
Take control of your future on your terms with a Self Managed Super Fund
As experienced Gold Coast SMSF accountants we know many people already manage their own superannuation via a SMSF and many more will decide to take control of one of their most significant assets in the next few years.
Being the trustee of your own SMSF is not a matter to be taken lightly however. There are very complex laws and regulations that impact on the operations of an SMSF and the trustees that manage them. We have considerable experience in SMSF and dedicate significant resources to make sure we are at the top of the game when it comes to supporting our clients in this area.
Need advisory regarding self managed super funds? Speak to a Cordner Advisory expert today. Contact us here.
Secure Your Financial Future with a Self Managed Superfund
Step into the world of personalised financial management with a Self Managed Super Fund (SMSF). At Cordner Advisory, we are dedicated to helping you understand and embrace the trend of managing superannuation through a self managed super fund. With our team, including SMSF specialist advisors, you gain not only extensive experience and knowledge but also a confident and expert guiding hand throughout your journey.
Our approach as SMSF accountants extends beyond standard market offerings. We focus on more than just data processing and year-end account preparation for your SMSF. Our team, comprised of experienced and qualified professionals with specific SMSF qualifications, is committed to providing comprehensive and personalised administration services. As both your SMSF accountant and specialist advisor, we ensure that your fund is managed with the utmost expertise and attention to detail.
Navigating the intricacies of a self managed super fund involves complex laws and regulations. Our seasoned SMSF accountants fully grasp these complexities and are committed to offering comprehensive guidance and support. We ensure that you, as the trustee of your own SMSF, are well-informed and equipped to manage it effectively.
Need advisory regarding self-managed super funds? Speak to a Cordner Advisory expert today. Contact us here.
With Cordner Advisory as your SMSF accountant and SMSF specialist advisor, you are empowered to take control of your financial future. We are here to assist you in optimising one of your most significant financial assets, ensuring that your self managed super fund is managed efficiently and effectively for the best possible outcomes.
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We set up your SMSF and conduct regular reviews of the trust deed to ensure legal compliance and alignment with your needs.
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We assist in establishing structures that enable your SMSF to borrow for investments, expanding your fund’s growth potential.
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We provide the latest information on maximum contribution caps, assisting you in forming strategic SMSF contributions.
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Expertise is shared on the tax advantages specific to Self-Managed Super Funds (SMSFs), highlighting how to leverage these benefits for financial efficiency.
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We offer guidance is provided on strategies for transitioning to retirement, emphasising the careful planning required to maximise benefits during this critical phase.
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Our team assists in developing tailored pension strategies for your SMSF, catering to your specific requirements.
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We facilitate the acquisition of actuarial reports for your SMSF, ensuring compliance and accuracy in fund management.
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Our services ensure your SMSF strategy complements your estate planning and asset protection plans effectively.
What we offer
Unlike many other SMSF ‘administration’ services in the market place, we do not merely provide data processing and year end account preparation for your SMSF. We engage experienced and qualified professionals with specific SMSF qualifications to provide comprehensive administration services to you (the trustee and member) and your SMSF. While we certainly attend to the basics of annual compliance (preparation of accounts and statutory returns and the annual audit), we also provide support in:
Establishing your SMSF as requested, and regularly reviewing the trust deed to make sure they meet your requirements with the law
Make sure your SMSF is complimentary to your estate planning and asset protection strategies
Providing current maximum contribution caps to assist you forming your contribution strategies
Assistance with transition to retirement strategies and advising on the tax benefits to an SMSF
Assistance with forming your pension strategies as requested
Obtain actuarial reports for the SMSF as required
Assistance with establishing structures that allow your SMSF to borrow for investments as requested
Cordner Advisory are dedicated to being at the forefront of technical expertise in the SMSF industry on the Gold Coast and committed to providing the professional support to streamline the management of your SMSF.
Need advisory regarding self-managed super funds? Speak to a Cordner Advisory expert today. Contact us here.
What we offer
At Cordner Advisory, our approach to managing your Self-Managed Super Fund (SMSF) goes beyond the standard 'administration' services found in the marketplace. Unlike others who focus on mere data processing and year-end account preparation, we prioritise comprehensive administration services by engaging experienced and qualified professionals, including SMSF specialist advisors. Our team, equipped with specific SMSF qualifications, is dedicated to providing you—the trustee and member—with a full spectrum of support for your SMSF.
As a leading provider of SMSF services on the Gold Coast, Cordner Advisory stands at the forefront of technical expertise within the SMSF industry. We are committed to delivering professional support designed to streamline the management of your Self-Managed Super Fund, ensuring it aligns with your financial goals. Our focus on leveraging the unique benefits of SMSFs, combined with our in-depth understanding of SMSF contribution caps and strategies, sets us apart as the go-to SMSF specialist advisors.
Who heads up this service
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Jarrad Young
Self Managed Super Funds (SMSF) FAQs
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A Self Managed Super Fund (SMSF) is a private superannuation fund that you manage yourself, providing a way to save for your retirement. The main advantage of an SMSF is the level of control you have over your investments.
Cordner Advisory, based in Broadbeach, Gold Coast, offers professional assistance in setting up and managing your SMSF. We ensure compliance with all regulatory requirements while helping you make informed investment decisions to grow your superannuation savings. Our experienced team provides a comprehensive service that covers the financial, tax and accounting aspects of managing an SMSF, SMSF investment strategies, we simplify the process for you and help secure your financial future.
Book your complimentary consultation today.
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You can access your Self Managed Super Fund (SMSF) upon reaching your preservation age and deciding to retire, or upon reaching your preservation age and opting to transition to retirement while continuing to work. Additionally, you have access to your SMSF once you turn 65 years old, regardless of your retirement status. Cordner Advisory in Broadbeach, Gold Coast, can assist you in understanding the specific regulations and steps involved in accessing your SMSF, as well as guide you on how to set up a self managed super fund effectively to meet your financial goals in retirement.
Book your complimentary consultation today. -
SMSF trustees carry significant responsibilities to ensure compliance with superannuation laws and regulations. Their duties include creating and executing an investment strategy, ensuring the fund is compliant with taxation and superannuation laws, accurate record-keeping, auditing, and reporting to the Australian Taxation Office (ATO).
Cordner Advisory, located in Broadbeach, Gold Coast, extends a helping hand to SMSF trustees by offering comprehensive services that ensure full compliance with the regulatory framework. Our proficient team assists in formulating and implementing robust investment SMSF strategies, accurate record keeping, timely SMSF auditing, and seamless reporting to the ATO. We simplify the complexities associated with SMSF trustee responsibilities, ensuring your fund operates efficiently, enabling you to focus on maximizing your fund’s growth potential.
Book your complimentary consultation today.
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