SELF-MANAGED SUPERANNUATION FUND (SMSF)
RETIREMENT PLANNING
There is a significant growth in people using a Self-Managed Superannuation Fund to plan for their retirement. For some it offers freedom, flexibility and an advantage in wealth generation, for others it can be a mistake.
While we are not investment advisers, we can comment on common errors and assumptions often made in establishing a fund, and on non-legal compliance issues that will need to be complied with should a fund be established, placing you in a better position to judge whether a SMSF fits your lifestyle and requirements.
We are also registered SMSF Auditors under the requirements of the Australian Security & Investment Commission (ASIC). Our Superannuation Auditor Number (SAN) is 100112203.
If you’d like your SMSF audited, or for more information, please see our Resources tab.
RESOURCES
Checklist for information required to assess your SMSF situation.
Australia Securities and Investments Commission website.
Information from the Australian Taxation Office on super funds.
Superannuation Industry Supervision Act, 1993.