Callaghans, Create the Future

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.

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.

Get Started

Book an appointment today

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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.

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Book an appointment

We are keen to meet you and work together to Create YOUR Future.

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