Accounting & Financial Advisory for Individuals & Businesses

Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

SMSF strategic advice and compliance (including pension commencement and strategy, SMSF borrowing and direct investment structural advice).

 

This type of advice is often sought by people who may wish to take control of their own destiny with SMSF (Not always, but often business owners and senior professionals) and people who may have had defined benefit super options, but then need to take a more active involvement in managing that money once received.

 

SMSF's are not for everyone, but for those they do suit, they can be flexible and effective wealth accumulation and management vehicles, and quality strategic advice is a must.

 

At IEC Advisory  we provide the professional advice you need to set up your own fund and greatly simplify the process for you, Enquire Now

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