Providing SMSF Setups

Helping You Secure Your Future

Are you considering setting up a Self-Managed Super Fund but are unsure as to how you can best structure it for your financial situation? Rochdale Accounting & Advisory can help. Our accountants work with clients throughout Bundaberg and the Northern Rivers to draft flexible, scalable and wide-ranging fund solutions that comply with all government laws and regulations. You can count on us to help you source and compile all the relevant documentation and complete the lodgement with the ATO. We’ll also ensure you receive practical tips for getting the most out of your SMSF.

At Rochdale Accounting & Advisory, we are committed to helping you control your super while minimising your tax burden. We will keep in close contact with you throughout the setup process, ensuring you are aware of your obligations as a trustee. Additionally, we can assist you in rolling over funds from other super accounts into your SMSF as required.

If you have any questions about our SMSF setup services, or you’d like to schedule a consultation, reach out to us today. You can contact our Bundaberg office on (07) 4152 5133 or our Alstonville office on (02) 6626 6200.

Trust Deeds

Our team can liaise with lawyers, giving them the information needed to draw up trust deeds for your SMSF. With the relevant trust deed details in place, you can:

Better manage contributions from multiple sources—employers, volunteers, government bodies, etc.
Transfer all or a set quantity of your existing superannuation into your SMSF
Designate individual or corporate trustees
Arrange binding & non-binding death benefit nominations

Our friendly team will guide you through each phase of the SMSF setup process, ensuring you receive informed advice every step of the way. To make the process of managing your SMSF easier, we are also able to implement BGL360 software.

Leverage Numerous Advantages

More and more people are choosing to plan for their retirement with an SMSF, and it’s easy to see why. The method affords a wide range of options and advantages suited for people with diverse portfolios and specific financial goals. With an SMSF, you can:

Tailor the rules to your specific needs & circumstances (providing they comply with all legal & regulatory parameters)
Leverage borrowing to purchase assets
Obtain regular up-to-date information regarding your SMSF so you can make decisions accordingly
Enjoy the flexibility needed to take advantage of emerging investment opportunities

There was a time when SMSF’s were only favoured by the wealthy, given the high setup and compliance costs. Today, due to the increased number of service providers and advances in accounting technology, it’s more affordable than ever to create an SMSF.

To discover how we can assist with all your SMSF needs, drop us a line today.

Frequently Asked Questions

How much does it cost to set up and maintain an SMSF?

This will depend entirely on the service provider and what you want your SMSF to encompass. A licensed financial advisor offering SMSF setup services can put together a competitive quote.

Can I set up an SMSF myself?

Your SMSF needs to be set up correctly so that it’s eligible for tax concessions, can receive contributions and is as easy as possible to administer. It is recommended you engage professionals to assist.

Providing SMSF Setups

Helping You Secure Your Future

Trust Deeds

Leverage Numerous Advantages

Frequently Asked Questions

Services

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Our Locations

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