How to Take Control of YOUR Super

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.

We can:

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
Organise Life, TPD, Income Protection and Trauma insurance inside your SMSF (if requested & available)
Carry out ongoing administration of your SMSF and facilitation of yearly SMSF Tax Returns and Financials, including a mailbox service (email included) and online reporting
Provide an invoice payment facility and invoice documentation management system – saving you time and compliance risk.
Online portal for you to view how your investments are tracking. Please take a look via this login, enter username: invest@sequoia.com.au / password: Sequoia123.
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.
Provide access to a specialist property agent to help you source an investment property (if requested).
Access to ongoing trustee education via The Informed Trustee™ – a regular newsletter keeping you up to date with the latest developments in superannuation.

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.

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 02 8114 2230.

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Disclaimer: Sequoia Asset Management Pty Ltd (AFSL 341506) is the provider of the SMSF advisory services mentioned on this site (hereafter "Site"). You can download a copy of Sequoia Asset Management’s Financial Services Guide by clicking on this link: Financial Services Guide.

Sequoia Asset Management declares that they deal in financial products as part of their business and consequently they may have a relevant interest in the financial products referred to in this Site. Sequoia Asset Management Representatives provide General Advice only. General advice is advice which is provided to you without regard 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. Further, you should always read the Product Disclosure Statement relative to any investment (if applicable) before a decision is made.

SF Lending Pty Ltd T/A SMSF Loan Experts. Credit representative number: 471777 Of Australian Finance Group. Licence number: 389087. Sequoia Asset Management Pty Ltd (AFSL 341506 does not provide any loan products or related services.

Nothing in this Site is, or should be taken as, an offer, invitation or recommendation to acquire or dispose of any financial products. Appropriate advice should be sought to ensure investor’s personal circumstances, objectives, financial situation and particular needs are considered. Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product.

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.

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