Making SMSF set-up easy
Setting up a self-managed super fund can be complicated and time consuming. At Tax Effective, we simplify that process, making sure your fund is created with minimal involvement, hassle, and stress on your part.
Tax Effective’s SMSF team can help you:
Understand your super options.
Tax Effective can help you compare a self-managed super fund to your existing super and other alternatives. So you can make an informed decision regarding whether or not a self-managed super fund is
right for you.
Choose the right trustee.
Should you choose an individual or a corporate trustee? There are advantages to both. But getting it wrong can be costly in the long run. That’s why we help you understand the difference, recommending the best option for your SMSF strategy.
Decide on your fund’s investment strategy.
Before you invest any of your super funds, you have to legally document your investment strategy. Tax Effective can help you address your fund’s liquidity and cash flow requirements while taking into consideration all member’s life, total, and permanent disability and salary continuance needs.
Handle all of the paperwork.
Tax Effective can prepare and lodge all of the necessary paperwork with the relevant government bodies, obtaining your fund’s ABN and tax file number, ensuring all trustees are appointed correctly, and making certain your fund gets regulated with the Australian Taxation Office.
Open up your bank account and roll over all member funds.
Tax Effective can set-up your SMSF’s bank account, ensure all member’s super funds are transferred into your fund, and direct your employer to make all future contributions into your SMSF.
Create additional SMSF Structures
If you’d like to buy residential or commercial property through your super, Tax Effective can get relevant additional deeds along with company and trust structures prepared to allow your SMSF to make the purchase.
Prepare your fund’s trust deed.
Take control of your financial future with a self-managed super fund today.
- Are you doing everything you can to maximise your super?
- Could you be missing out on significant tax-saving and wealth-building opportunities?
- Are you familiar with all of your super options?
Contact us today to see how Tax Effective can help you set-up your self-managed super fund.
Take your finances to new heights
A multidisciplinary team of experts working together to develop a unified tax, financial and investment plan, uniquely suited to you. You'll be amazed at the Private Client difference.Find out more