Self Managed Superannuation

Richwood specialises in giving advice on Self Managed Superannuation Funds (SMFSs). Managing your own superannuation has become increasingly popular over the last twenty years. According to ATO statistics at 30 June 2017 there were approximately 597,000 funds compared to 187,000 funds in 1999.

We can help you setting up a Self Managed Superannuation Fund including organising the trust deed, setting up an ABN and Tax File Number, preparing the minutes and associated documents. Talk to us about the costs to set it up and the estimated annual running costs and you’ll understand why so many of our clients have got their own Self Managed Superannuation Fund.

We use the latest Software to determine how much superannuation is being accrued for each member, keep track of balances, calculate minimum pension payments, and take care of you through the accumulation phase to transition to retirement and pension.

 

We can assist you alongside your financial planner throughout the journey for all your tax and accounting needs.

Fast Five - Why SMSFs

  1. Have control of your superannuation. 

  2. More investment choices and options.

  3. Tax strategies tailored to you.

  4. Holding your business premises - asset protection and help with cashflow.

  5. Succession Planning.

Need more details? Contact us

We are here to assist. Contact us by phone, email or visit us.

© 2018 Richwood Accountants

Richwood Accountants

Certified Practising Accountants

Liability limited by a scheme approved under Professional Standards Legislation

  • Black Facebook Icon