What is an SMSF?

A self-managed superannuation fund (SMSF) is a trust structure that can be utilized to oversee retirement investment funds for its individuals. SMSFs are set up for the sole reason for giving budgetary advantages to its individuals in retirement, the advantages can likewise be gone to recipients upon death.

1300 321 814

We provide comprehensive support services for SMSF clients.Many people are worried about saving for the future to ensure that they will have enough when they retire, and also those they will still be able to leave some of their assets behind for their children so that they can reap the benefits..We’re proud to help more than 10,000 Australian trustees manage their retirement savings with an SMSF.

source url Why choose us?

  • Almost 23 years of experience
  • Expert advice you can trust
  • Award-winning Australian for Service Excellence
  • Award-winning programs
  • Innovative solutions
  • Leading the client service solutions




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1300 321 814

We provide comprehensive support services for SMSF clients.Many people are worried about saving for the future to ensure that they will have enough when they retire, and also those they will still be able to leave some of their assets behind for their children so that they can reap the benefits..We’re proud to help more than 10,000 Australian trustees manage their retirement savings with an SMSF.

click Why choose us?

  • Almost 23 years of experience
  • Expert advice you can trust
  • Award-winning Australian for Service Excellence
  • Award-winning programs
  • Innovative solutions
  • Leading the client service solutions




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Self Managed Super Funds (SMSF) Made Easy!

Setup an SMSF

Your SMSF needs to be set up correctly so that it’s eligible for tax concessions, can receive contributions and is as easy as possible to administer.

Property Investment

You may want to set up an SMSF primarily to invest in residential property. Here we explain when you can use your SMSF to invest in property and what you need to consider before you do.

Costs

The operating expense ratio is simply dividing the costs of running a SMSF by the value of the fund assets.

Annual Compliance

The above annual compliance requirements are the compliance requirements that a SMSF must attend to annually.

Pensions

If you have an account-based pension, the following information will help you understand how the pension standards apply to self-managed super funds (SMSFs).

Insurance

Your SMSF can generally provide insurance for a member for an event that is consistent with one of these conditions of release of the member’s.

What People Say About Us!

I had my own self managed superannuation fund since 2000 and I am often asked about the people looking after my fund and the reasons for choosing SMSF Sydney as my service provider.- Abby Abbot / Home Owner
SMSF Sydney excellent service. I will definitely be recommending you to others that I know who a delving into SMSFs. All the best and I plan to use your service for all future years.- Ben Mills/ Government Employee

Self-managed super fund

Many find self-managed super fund to be a very much worthwhile investment. For that a matter a huge number of individuals took the extra time in setting up and preparing SMSF for their future retirement. However, the self-managed super fund business can be somewhat intimidating especially for newcomers as there are a lot of information they need to consider. We understand the importance and information and for that matter we have taken the necessary measures in order to make this website best place to find out the latest & most incisive information relevant to SMSF in Sydney. Listed below are a number of official websites with a focus to SMSF.

  1. Australian Taxation Office

The principal revenue collection agency of the Australian government, ATO’s role is to effectively manage and shape the tax and superannuation systems that support and fund services for Australians.

  1. Money Smart

Australian Securities and Investments Commission (ASIC) manages this particular website in an effort to help people make the most of their money.

  1. Super Fund Lookup

People will be able to find publicly available information about super funds that have an ABN from Super Fund Lookup. This includes those regulated by the Australian Prudential Regulation Authority (APRA) and the Australian Taxation Office (ATO).

  1. ASIC

ASIC is Australia’s corporate, markets and financial services regulator. The commission contributes to the Australia’s economic reputation and wellbeing by ensuring that Australia’s financial markets are fair and transparent, supported by confident and informed investors and consumers.

  1. APRA

The Australian Prudential Regulation Authority (APRA) oversees banks, credit unions, building societies, general insurance and reinsurance companies, life insurance, private health insurance, friendly societies and most members of the superannuation industry.

  1. ABR

The Australian Business Register (ABR) is responsible for the administration of the Register. This includes a program of work to ensure the integrity of business information.

  1. Superannuation Complaints Tribunal

The Superannuation Complaints Tribunal deals with complaints about superannuation in the areas of regulated superannuation funds, annuities and deferred annuities, and retirement savings accounts.

  1. Australian Executor Trustees

AET is one of Australia’s largest and most experienced non‑government providers of professional trustee services, with around $30 billion in funds under supervision. The company has made quite a name for themselves helping Australians build, manage, protect and transfer their wealth to give them peace of mind about their financial future for more than 130 years.

  1. Self-Managed Super Fund Association

The SMSF Association is the independent, professional body representing Australia’s self-managed super fund sector. Their core focus is to raise the standard of advice provided by all SMSF professionals and enable trustees to become better educated and make informed decisions for their future retirement.

  1. SMSF Adviser

SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s bourgeoning self-managed super fund (SMSF) sector. SMSF Adviser has been created to enhance the capabilities of SMSF professionals.

We believe that these websites will definitely go a long way in helping you maximize the worth of your SMSF. With that being said, sometimes having a professional guide you through SMSF helps provide a huge amount of relief and convenience. Don’t hesitate to get in touch with one of our staff to have your questions and enquiries about SMSF answered in a timely manner.

SMSF Sydney

SMSF Sydey have been operating since 1994. We have providing comprehensive support services for SMSF clients. From accounting, investment and financial advice to estate planning, insurance, mortgage and property services, we’re proud to help more than 10,000 Australian clients.

Contact us

Phone: 1300 321 814
Fax: 1300 321 814

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