Self-Managed Super Funds

Your superannuation can be one of your largest assets and forms an intrinsic part of determining how you will spend your retirement years. That’s why more than 500,000 Australians have taken charge and established self-managed super funds (SMSF), so members can have more control and flexibility over their retirement planning.

However setting up a SMSF is no easy task and the legislative requirements governing SMSFs can be complex. Superannuation and taxation laws are constantly changing, which is why you need to make sure that your retirement vehicle is structured to meet your goals and is both managed effectively and regularly reviewed.

At Stewarts Accountants, we offer end-to-end SMSF advice and services – from set up, administration, investment advice, audit, compliance management, right through to wind down. Our SMSF team led by Kris Tatt and our association with Partners Wealth Group, one of Australia’s leading SMSF services providers, means we provide you with access to the experts in SMSF technical and investment advice to give you smarter solutions and ensure you remain compliant while achieving your retirement goals.


Why establish a SMSF?

There are many benefits to having your own super fund, including:

  • Control over how you’d like to structure your investments
  • Flexibility in pooling your super assets with a business partner or extended family. By consolidating multiple super accounts, you only pay one set of fees.
  • Reduce overall tax burden depending on your situation and financial planning strategies
  • Purchasing property – commercial or residential – through Limited Recourse Borrowing Arrangements.


Is an SMSF right for you?

To discuss your SMSF options and if this is the right choice for you and your retirement, contact us on 03 5442 2966.


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