Self Managed Superannuation

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A self managed superannuation fund (SMSF) is an increasingly popular structure for people seeking to:

  • Take more control over how and where assets to fund their retirement are invested,
  • Hold assets in a safer, more protected structure than most other structures, and/or
  • Access lower tax rates, eg as low as 15% on deductible contributions and earnings, 10% on capital gains for assets held longer than 12 months and 0% (yes, zero!) on earnings from assets used to fund an account-based pension.  Higher rates for some individuals and members may apply.

So if you are:

  • looking for an entity in which to hold your business premises,
  • interested in borrowing via a SMSF, or
  • need help with tax and accounting  for your SMSF,

we should talk.

Self Managed Super
Cameron Patterson & Co Business Accountant - calculator & graph

With the growth in this sector, along with the varied strategies now available within an SMSF, the Australian Taxation Office (ATO) is keeping a “close eye on things”.  For this reason it is important that any Self Managed Superannuation Fund be set-up and administered correctly.

We have been helping our clients with the administration and compliance requirements of their SMSFs for many years including advice around tax implications of:

  • Making contributions to a superannuation fund,
  • Receiving superannuation benefits,
  • An SMSF purchasing or disposing of property and shares, including capital gains tax,
  • Commencing a pension (e.g., an account-based pension),
  • Insurance policy proceeds.
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Let us help you to get the most from your SMSF.

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