Self Managed Super Funds (SMSF)

A Self Managed Super Fund (SMSF) is a form of superannuation fund that can offer members greater control and flexibility over their investments and retirement savings than other types of superannuation funds.

A Self Managed Superannuation Fund can invest in:

  • Direct commercial or residential property
  • Shares
  • Managed Funds
  • Term deposits and other interest bearing accounts

 

We can assist with setting up and managing your self managed superannuation fund, and helping you understand benefits and restrictions. Our services include:

  • Planning the right SMSF structure, to allow you to meet your goals, which includes:

– Compliance of Trustee Structure within regulatory requirements
– Limited Recourse Borrowing Arrangements (LRBAs) if borrowings are required to meet your goals

  • Management of effective tax & investment strategies, at all stages, including:

– Withdrawal Planning
– Account Based & Transition to Retirement Pensions
– Re-Contribution Strategies
– Using Salary Sacrifice, or available contribution caps to increase superannuation savings

  • Estate planning

– As your superannuation does not form a part of your will, we can assist in ensuring funds are transferred to the appropriate beneficiaries

Talk to us to find out more

Call +61 3 9988 1900 or fill in the form below

Why choose TF Partners?

TF Partners is constantly evolving and developing alongside our clients, to provide a holistic range of services including Accounting, Business Advisory, Wealth Management and Finance. With our depth of expertise, we provide our breadth of services to a diverse range of clients across an array of industry sectors.