Start smart. Finish strong
Self managed super funds are unquestionably the most powerful tax and investment structure in Australia and if set up correctly can offer significant tax planning and wealth building potential. At the same time, self managed super funds can provide your family with bullet proof asset protection – but they have to be set up correctly from the start, if you want to enjoy the benefits.
We help you start smart because one faulty setup could drain your self managed super return by thousands in unnecessary taxes and penalties. It could also restrict your plans to pass money down to future generations or use borrowing to buy property in super.
Set-up is complex. But we make it easy. Tax Effective Accountants Sydney is a recognized superannuation set-up service that can help you:
- Understand your obligations and responsibilities
- Create your super trust deed to maximize advanced tax, investment and estate planning opportunities
- Ensure your fund is set up to allow you to borrow to buy investment properties in super
- Determine the right number of members within your fund
- Assess the pros and cons of having an individual or corporate trustee
- Effortlessly set-up the corporate trustee and the fund’s bank account
- Handle all transfers, rollovers, relevant binding forms, ASIC and ATO application forms and trustee declarations
- Notify employers or payroll administrators and organize member life and income insurance
- Evaluate your needs and design your investment strategy
We can professionally handle all of your complicated initial set-up tasks, keeping you focused on the enjoyable process of investing and strategising. When it comes to self managed super funds, starting smart always ensure you make a strong finish.
Call Tax Effective to schedule a free one-on-one Self-Managed Super Fund set-up consultation with one of our specialized Sydney accountants, today!
You’ve got nothing to lose and everything to gain.
Call us on 1300 399 829 now
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