Self Managed Super Funds

Self Managed Super Funds

Self managed super funds (SMSFs) are a growth area in Australia with more and more business owners electing to have total control of the investment of their hard-earned retirement dollars.

There is no doubt that a properly structured and well-managed SMSF is an excellent wealth creation vehicle.

However, these funds are closely monitored by the Taxation Office so it is vitally important that trustees seek professional advice on all aspects of their fund, from creation and compliance through to a properly documented investment strategy.

On an on-going basis, MSI Taylor can provide advice on roll-overs from other funds, transition-to-retirement-pensions, insurance and trust document reviews.

We offer an holistic approach when it comes to assisting you with your self managed super fund. Our accounting team is able to advise on all matters relating to:

N

Set-up

N

Compliance

N

Operation of a SMSF

Our financial planning team can assist in providing investment strategies and advice for a range of investment options including:

N

Shares (what and when to buy)

N

Fixed interest (where to find the best rates)

N

Managed funds

N

Real property (commercial vs residential)

N

Property trusts (listed vs unlisted)

Meet Our Advisers

Sean specialises in accounting, taxation and business performance and monitoring for a wide variety of small to medium enterprises.

sh

SEAN HEGARTY

user

Want to make better business decisions?


Book your free, no obligation consultation right now by getting in touch with us.

Get in contact with our trusted advisors today!