SMSF
Feel confident your SMSF is tax effective, fully compliant and on the right track to funding your retirement.
CAPITALISE ON YOUR SUPER WEALTH
- Ready To Take Control Of Your Retirement With An Smsf?
- Do You Need Help To Make Sure Your Smsf Is Running As It Should?
- Need An Independent View Of Your Superannuation Set-Up And Financial Statements?
Plan for retirement with our help
A self-managed super fund can be a great option for people who want to make their own investment decisions. It can also be a tax-effective way of saving for retirement. But it does come with the responsibility of overseeing the fund, managing investments and extensive administration. Which can become a real headache if you don’t keep on top of it and understand what it means at tax time.
When you work with our financial advisors, you are not doing it all on your own. You’ve got access to the sounding board and expert guidance you need to build your retirement wealth. Whether you already have an SMSF, are thinking about one or need help to unwind one, we can tailor advice to your needs.
Is SMSF right for you?
Having your own SMSF is beneficial if you want more control and flexibility over your investments. As the trustee, you decide your fund’s investment strategy and the type of assets held. With an SMSF, you can also take advantage of investments not usually available to public super funds, like buying a property of your choice.
Related Insights
Our SMSF advice
Count on our advisors to ensure your SMSF is correctly set up, financially sound, and maximizing tax benefits. We thoroughly understand your retirement goals and create a tailored investment strategy to help you achieve them effectively.
Maximising your SMSF imvestment potential
Ready for retirement
When you have trusted professional advice on hand, you can feel confident the choices you make today will provide you with the retirement lifestyle you want tomorrow.
Supported
One of the most important aspects of managing your own SMSF is the control you have over your investments. Professional support can help you make smart decisions to grow your wealth.
Compliant
When you run your own SMSF, you want to make sure you cross the T’s and dot the I’d. But it can be hard to keep up with it yourself, that’s why we provide professional advice and support around ongoing compliance needs.
Empower your retirement with personalised control
Decades of proven experience demonstrates how Hall Chadwick can bring together all the pieces of the puzzle.
Typical services we provide
To give you an idea of the type of work we do, we’ve listed our most common services.
- Superannuation guarantee reviews
- Maximise access to superannuation tax concessions
- Minimise tax risk and higher fees
- Small business CGT concessions
- Tax compliance with legal requirements
- Properties and SMSF’s
- Protect your assets
- Establishment and structuring of your self-managed funds
- Maintenance of accounting records and tax history of investments
- Management of quarterly taxation obligations
- Annual audits
- Fund compliance
- Advice on permitted investments and appropriate funding levels
- Assistance with the taxation of funds before and after retirement
- Assistance with ATO reviews and audits