Take Control of YOUR Super
By Starting A Self Managed Super Fund
Did you know that there are almost 600,000 SMSFs in Australia, with over 1million trustees? Transferring your Super to an SMSF is a financial move that more and more Australians are making on a daily basis.
At Super Finance Professional Networks, we can:
- Show you the benefits and risks of setting up a SMSF
- Answer all your questions about setting up a SMSF.
- Help you get your SMSF set up—making sure you stay compliant through the whole process.
An SMSF is a trust which holds money and investments on behalf of the members. The fund distributes monies upon retirement or death.
If you currently have a superannuation fund, then it’s likely it is managed by a financial institution or superannuation fund institution. While this can be a suitable arrangement for many, a SMSF provides:
- More control over YOUR investments.
- Greater investment flexibility…you can start to invest in property, for example.
- Certain tax advantages of investing in property v investing in property personally
- Administration fees and costs can be lower with an SMSF.
If you want to transfer your superannuation to an SMSF, you MUST follow several important steps to ensure you are fully compliant with all requisite laws and regulations.
At Super Finance Professional Networks, we’ve helped hundreds of Australian investors understand the benefits and risks of SMSF. Then through our network we’ve helped these clients set up their SMSF and enjoy the benefits.
Here's How We'll Help You:
For a flat fee, we will:
- Establish your SMSF and Corporate Trustee and register this structure with all the relevant Regulatory Bodies (ATO & ASIC)
- Establish a bare trust with corporate trustee (required if using borrowing)
- Organise all of the necessary rollovers into the SMSF from existing Superfund(s)
- Open bank and trading accounts for your SMSF
- Carry out ongoing administration of your SMSF and facilitation of yearly SMSF Tax Returns and Financials
- Provide access to technical SMSF specialists to answer any questions that you have throughout your SMSF journey, giving you peace of mind that your compliance is in check.
- Liaise with your conveyancers, mortgage brokers and property agents or real estate agents to help settlement run smoothly as possible and ensure necessary SMSF documents are prepared and ready for settlement.
To ensure the successful establishment of your Super, we collaborate with experienced legal professionals, advisers and accountants.
The first step is discovering more about the numerous benefits of an SMSF…from an experienced SMSF expert.
There is no obligation to purchase any product or service and the consultation is completely confidential. The consultation can be the first step on the road to a happy and wealthy retirement.
Get Started By Requesting Your Free Confidential Discussion
To help you make a fully educated decision about whether SMSF property investment is right for you, we've created a fast and free Confidential Discussion, designed to answer your questions and explain the entire process of setting up anSMSF and investing in property.
We've helped many people set up their own SMSF, and we can help you, too. Complete the form at the top of this page to get started.
Want To Start An SMSF? Request Your Free Confidential Discussion
Complete the form and we'll contact you to arrange a time for your complimentary SMSF Setup discussion or contact us directly on 03 9674 0335.
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Setting up and managing an SMSF for property investment can be complex. Here are some common mistakes you can avoid!
Disclaimer: Alfa Focus Pty Ltd ATF Alfa Focus Unit Trust (ASIC No. 1271504) ABN 82 823 248 780 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361 is the provider of the SMSF advisory services mentioned on this site (hereafter "Site").
The information on this website is General Advice only. General advice is advice which is provided to you without regards to your individual objectives, financial situation or needs. It is not specific advice for any particular investor and it is not intended to be passed on or relied upon by any person. Before making any decision about the general advice provided, you should consider the appropriateness of the general advice presented, having regard to your personal objectives, financial situation and needs. Appropriate advice should be sought to ensure investor's personal circumstances, objectives, financial situation and particular needs are considered. We recommend before making any investment, insurance or financial planning decisions, you consult a professional adviser, who can help you decide whether your decision is appropriate for you. Further, you should always read the Product Disclosure Statement relative to any investment (if applicable) before a decision is made. Any reference to a SMSF loan is provided by SF Lending Pty Ltd T/A SMSF Loan Experts. Credit representative number: 471777 Of Australian Finance Group. License number: 389087.