SELF-MANAGED SUPER FUNDS (SMSF)

 

Self-Managed Superannuation Funds; what are they? Should you have one? How can you start?

If you already have an SMSF and need advice, administration or an auditor use the quick anchors on the side.

What is an SMSF?

In the form of a trust, controlled by either an individual corporate trustee or two to four

individuals, SMSF's are a way of taking control of your super.

They give you the ability to invest your superannuation in a variety of assets, from shares, term deposits and managed funds to property, art and other assets. Rules do apply, so make sure to ask us if you plan on starting an SMSF or making unusual investments.

Is an SMSF right for you?

While SMSFs have many positive things going for them such as control, variety of investments, transparency and consolidation of finances, there are also several aspects to consider before jumping in head first. SMSF's become more effective the larger they are, so if you aren't able to maintain it with either a sizeable rollover / contribution or make regular contributions they can be less effective than industry funds. SMSFs are also subject to specific compliance rules which can land you with big penalties or fines if not followed.

The good news is that we are SMSF specialists and can help you decide if you are in the position to start a self-managed super fund.

Getting started

Starting an SMSF involves having a discussion with you and working out if an SMSF is right for you, then there are a number of basic steps if you decide to start one.

The process involves choosing your trustee structure (corporate or individual), picking a name, determining an investment policy and signing the relevant paperwork. From there you open an SMSF bank account and roll over your existing super funds into the new account. You are now ready to invest. Come in, we can take you through the process today.

Administration management

If you have an SMSF and are looking for an accountant who can take care of it for you,

come and see us. Our services include data entry, financial reports, tax return, actuarial certificates, title searchs and any other specific administration as well as sourcing your independent auditor. The accountants at Beattie Financial Services are SMSF specialists that manage hundreds of funds already and have the capacity for several more.

If you're not convinced, contact us now for a competitive quote for managing your fund(s).

ASIC approved SMSF Audits

We audit hundreds of SMSFs of all shapes and sizes every year and are capable of auditing plenty more. So if you're an accountant, individual or financial planner with an SMSF or two, get in touch. We offer an extensive compliance audit with an efficient turnover and  competitive prices. 

 
 
 
 

Why Choose Us?

Efficient

Personal

Competitive

We use the most efficient systems available, which saves you money.

Beattie Financial Services is a small, local business, so we know how valuable you are.

A small and effective team allows us to keep our costs down, while maintaining high standards.

Contact

56 Mundy Street, Bendigo Victoria 3550

P: (03) 5444 5653

F: (03) 5444 5053

© 2018 Beattie Financial Services Pty Ltd. All rights reserved.

ABN 98 876 543 472

Corporate Authorised Representative (CAR) of Alliance Wealth Pty Ltd AFSL 439 562

 

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