Self-Managed Superannuation Funds are an exciting and strategic way to retain control and direction over your Superannuation assets, add flexibility and variety to your investment choices and lower costs whilst offering planning opportunities to maximise retirement benefits and minimise tax liabilities.
What we will do
Discuss
Discuss cash flow and budgeting to help you feel confident in your financial position and set goals.
Make it easy
We help make it easy to run a SMSF and meet ATO compliance requirements so that you can focus on your investments and growing your superannuation fund for the retirement that you want..
Provide guidance
Provide guidance as to appropriate transactions within your SMSF at any time so you can be sure your fund is always compliant.
Confidence
Communicate each step of our SMSF process and have ongoing meetings to discuss movements and changes in your SMSF so you can feel confident in your investment.
Set up your SMSF correctly for you
The incorrect setup can cause problems with transfer of assets and succession when a member dies or leaves the fund.
Book an appointment today
Popular areas for discussion
- The pros and cons of a SMSF.
- Purchasing a property in a SMSF.
- How to setup member accounts with estate planning in mind.
- Options around transition to retirement strategies with a SMSF.
- How to integrate the use of a SMSF with my other funds including defined benefit funds.
- The best options for business owners to be able to acquire commercial property.
Build understanding of your financial position and tax return
Do I Need an Accountant or a Financial Planner?
You know you need financial advice but is it something that you would ask an accountant or a financial planner? Callaghans Partners Kylie and Mitesh give guidance on using the right service at the right time.