Simpify your SMSF with Carbon and take control of your super
Self-managed super fund (SMSF) is a superannuation fund that you manage yourself. It is a tax structure that that is able to provide you with the flexibility you need in investing your funds’ assets, estate planning, collectibles such as artwork and antiques, cryptocurrency, and options for retirement income options.
SMSF impose strict lodgement and administrative obligations, all of which require continuous attention. These include keeping and maintaining copies of all records, keeping records of trustee decisions, and preparing financial statements annually. Just like buying any property or deciding on when to sit down and just retire, the decision to set-up an SMSF is a big one to make. Being and staying educated plays an important factor.
Our team of professional accountants in Perth can assist you in understanding the reporting obligations set by the ATO for your SMSF and ensuring that as a trustee, you are meeting all the necessary responsibilities that come with it.
- SMSF eligibility
- Managing your time for SMSF
- Reporting obligations as a trustee
- Staying up to date with superannuation laws and legislation
- Setting up your investment strategy
Regardless of the other benefits of SMSF, how you invest in your SMSF is the most important element determining where you’re going to end up financially upon retirement. With our teams in Osborne Park, Ellenbrook, and Roleystone, we are ready to get you started on your SMSF and help you make informed decisions that work for whatever your needs are.