Self-Managed Superannuation

By now most would have heard of the taxation concessions and favorable treatment of pension assets in a self-managed super fund and more recently the ability for a Self-Managed Superannuation Fund to acquire property and lend money through a Limited Recourse Borrowing Arrangement (LRBA).

So as to provide some clarity on Self-Managed superannuation, our firm is happy to provide our clients with the information to assess the appropriateness of a SMSF. Suffice to say it is definitely an option worth considering once you have obtained all the facts. Our information seeks to provide you with these facts so that you have the ability to make an informed decision on Self-Managed Super and if it is something that might suit you and your needs. As a guide the following topics will be addressed:

  • The legal structure of an SMSF
  • Costs involved in running your own SMSF and ATO guidance on the setup of a SMSF
  • Current Super and Defined Benefit Funds
  • Rolling over your existing member accounts into your new self-managed super fund
  • Investment restrictions in accordance with SIS regulations
  • Contributions into a SMSF and Contribution Caps
  • Preservation age, Pension options and tax treatment
  • Documentation requirements of an SMSF and the trustees responsibilities
  • Investing in property through an SMSF
  • Lending using a Limited Recourse Borrowing Arrangement “LRBA”
  • Tax treatment of a SMSF Vehicle

Our principal Mohammed Rajani is a registered SMSF Auditor and SMSF Specialist and can provide fundamental information to assist you in your SMSF needs.

Should you decide that the SMSF is appropriate our firm can assist in the formation, ongoing compliance and rollover of your existing funds.

 Please note any advice regarding your Investments and Self-Managed Superannuation are a general discussion of your assets and in no way an indication to invest in a specific product. Our expertise is to provide to you the information to assess the appropriateness of Self-Managed Superannuation to your needs and future intentions.