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Self Managed Super Funds (SMSF)

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SMSFs popularity has increased since the GFC in 2008 largely for the following reasons:

  • More control over investment and management decisions
  • Ability to invest in direct property (including your own business premises)
  • Flat cost base for administration i.e. operating costs not linked to asset value
  • Flexibility in terms of inclusions in their super fund trust deed

These are valid reasons to establish a SMSF but there are also many circumstances where it is simply not the most suitable solution. Our role is to provide you with sufficient information to understand your responsibilities as trustee, any additional time that may be involved for you and help you to make an informed decision.

R&R Wealth Solutions has no revenue incentive to encourage you to set up a SMSF, so if we advise to establish one and assist you with this, it will be because it suits your circumstances.

To make your SMSF experience easy and fully compliant, we offer a partnership with a specialist provider of SMSF administration, who due to their scale can offer very competitive fixed fees for services required. They will not only prepare annual tax returns and financial statements, but can also ensure your fund stays completely up-to-date with online reporting.  

If your accountant currently administers your SMSF, then we are also happy to work with them if you prefer.

To investigate if an SMSF is your best option, contact us to arrange a meeting.

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