SWASWASWA

SMSF Audit

Create wealth, Manage wealth, Inherit wealth

Self-managed super funds (SMSF) are a popular alternative to retail and industry super funds, and are now the fastest-growing fund type in the superannuation industry. SMSF allows greater control over investments and administration costs while still offering tax benefits.

However, superannuation is heavily regulated and laws are complex. Anyone wanting to establish their own SMSF should obtain professional, personalised advice. Trustees and members must comply with many responsibilities and obligations, and the Australian Taxation Office (ATO) imposes significant penalties for not managing an SMSF accordingly.

Smart Wealth Advisors can help you establish your SMSF, and take care of the regulatory and administrative requirements, to help you reach your retirement goals.

Smart Wealth Advisors can help with:

SMSF set-up and administration
SMSF insurance
Superannuation audits
Portfolio management
Tax planning and lodgement
Preparation of financial statements

Contact

  • Suite 1204, 227 Elizabeth St Sydney, NSW, 2000, Australia
  • +61 (02) 9266 0201
  • admin@bensons.sg-host.com