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.
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.
Who heads up this service
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Jarrad Young
FAQ
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A SMSF is a private super fund that you manage yourself. When you manage your own super, you put the money that would usually go into a retail or industry super fund into your own SMSF.
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You can access your SMSF when you reach your preservation age and retire, reach your preservation age and choose to transition to retirement while still working or are 65 years old (even if you haven’t retired).
For more info visit - https://www.ato.gov.au/individuals/super/in-detail/withdrawing-and-using-your-super/withdrawing-your-super-and-paying-tax/
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Trustees of SMSFs must be aware of the financial conditions of the fund, be responsible for all investment decisions and ensure the SMSF always remains compliant.
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