SMSF Advisory

As an accredited SMSF specialist, we can help you set up & manage your fund, navigate the legalities, and utilise the benefits of an SMSF

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An SMSF gives you control and choice over the specific investments you wish to hold in your SMSF.

 

SMSF trustees spend an average eight hours a month to manage an SMSF. That's 100 hours per year that we can give you back in your diary.

Samuel & Sonz is an accredited SMSF specialist and we can manage your SMSF, releasing that 100 hours to your diary.

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An SMSF gives you control and having control over your own superannuation is appealing, The factors you should consider for a SMSF include:

  • Time required to set up the fund and understand the legal nuances

  • Ongoing accounting and record keeping

  • Lodging tax returns for your SMSF 

  • Researching investments and executing on an investment strategy

  • Complying with tax, super and investment regulations and laws

  • Organising insurance for fund members

  • Trustees of your fund (your SMSF can have up to four members)

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Samuel & Sonz is an accredited SMSF specialist (Institute of Chartered Accountants Australia and New Zealand). We can assist you with:

  • Establishment of SMSFs

  • Managing annual reporting

  • Complying with ATO requirements

  • Transition to Retirement, and Retirement Income Streams

  • Contributions advice and salary sacrifice

  • Rollovers into an SMSF

  • Lump sum withdrawals

  • Direct property transfers into an SMSF

  • Investment strategies for SMSFs

  • Investment property purchasing including Limited Recourse Borrowing Arrangements (LBRAs)

  • Wind-up of SMSFs.

Samuel & Sonz Business Valuation and Advisory Support Services

 

ABN 91 395 500 743
 

Australia Wide Service 

Level 29 Chifley Tower, 2 Chifley Square

Sydney, NSW, 2000, Australia

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