SMSF Management

Your superannuation is one of your most important assets, and if you have a self managed super fund (SMSF) then you need to make sure it is successfully administered.

An SMSF is a complex structure, with a strict set of compliance requirements, and it needs a lot of administration. It’s not the type of fund that you can just set and forget.

This is why you should engage professional SMSF management services, and here at North Advisory, we have a dedicated team ready to support you.

We have exceptional knowledge of SMSF systems and extensive experience managing investment funds.

Setting up or transferring

Setting up or transferring

If you are yet to create an SMSF, then we can help you assess your overall financial position and consider your retirement goals, to work out whether the structure is right for you.

We can help simplify the pros and cons of an SMSF so you can feel confident in your choice.

We manage the transition from your current fund to your new SMSF and we also support you by establishing the best fund structure to meet your individual circumstances.

If you already have an SMSF, we can take care of the transfer across to our management services… so that it’s as easy and painless as possible.

Ongoing administration

Ongoing administration

While an SMSF offers you greater control and more flexibility over your investments, you also carry the burden of a lot of administration and high-level compliance.

We know that managing the admin associated with an SMSF can sometimes feel like a full-time job, but we can take care of that for you.

Our SMSF specialists are Chartered Accountants who are also SPAA qualified and can assist with all accounting records.

We make sure your fund remains compliant. We prepare your end-of-financial-year accounts, and we help with any relevant pensions, even coordinating your SMSF audits.

Succession planning

Succession planning

In conjunction with your SMSF, you also need to think about succession planning.

As you get older and your business and personal wealth accumulate, you need to make sure you have tax-efficient ways to pass on your wealth, so it’s important to have an appropriate plan in place.

We can help you with your planning to make sure that your SMSF continues to be well-managed as the trustees age and to make sure that your intended beneficiaries receive their benefits in a tax effective manner.

To find out more about our SMSF management services, contact us today.

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