Self-Managed Superannuation Fund

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Betts & Associates Pty Ltd are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Our team can assist with the setup and administration of your Self-Managed Superannuation Fund, which includes:

• The setup and establishment, including Trust Deed.
• Set up of Company Trustee
• Preparation of Annual Financial Statements including minutes and resolutions
• Preparation of Annual Income Tax Returns
• Coordinating the annual Audit
• Compliance with establishment and continuation of pension payments
• Book keeping
• Capital Gains Tax Records
• Taxation advice regarding borrowing to acquire a residential property.