Self-managed superannuation

SMSF: Self-Managed Superannuation

We have a preference for a self-managed super fund.

Despite the appeal of SMSF’s, trustees face challenges understanding the complex regulation, administrative responsibilities, and investment strategies required to effectively to set up and manage an SMSF. We can help you set-up and manage an SMSF, demystifying the process, providing compliance and investment advice and ongoing management support.

Ask us your questions about self-managed super funds

What is an SMSF? What are the steps to setup an SMSF? What are the Self-managed superannuation investment options are available in the market? What’s involved in running an SMSF?
What are the responsibilities?

Let us inform you of all you need to know about retirement planning with our SMSF investment strategy.

We will explain to you how to build up and pre service your retirement savings and how to pay yourself an income stream or pension in a straightforward, cost-effective and tax-efficient manner. We will explain the estate planning issues and how to wind up an SMSF.

Allow us to assist you in building a plan:

Allow us to assist you in setting your financial goals of the SMSF, looking at all the options, the SMSF setup costs, and bringing it all together. We can assist with the SMSF administration and compliance requirements, including annual administration and audit, daily administration, actuarial certificates, property valuations and title searches.

Adding value with property

SMSFs offer a wider range of investment options compared to other superannuation funds. With some SMSFs, members can own property through their SMSF. We can assist you in setting up an SMSF and then acquiring property. In some circumstances it is possible to get a loan to purchase property. It has to be a limited recourse borrowing arrangement - loan (LRBA).

Regulations, administrative responsibilities and investment strategies

Despite the appeal of SMSFs, many potential trustees face challenges in understanding complex regulations, administrative responsibilities and investment strategies required to effectively set-up and manage an SMSF. We are here to provide expert guidance and simplified information to navigate this process.

Book a consultation

Have a question? We’re here to help. Send us a message and we’ll get be in touch.

Why do we want an SMSF?

We want greater investment choice and control. Investment flexibility. We want to invest in property. We want to mover our business assets into our super. We like the tax efficiency. We like the cost advantages of not having to pay product fees. We want the advantages of an SMSF to have tighter control of our estate planning.

We want to pool our super & start an SMSF

An SMSF is a good solution for couples with differing retirement ages, income levels and personal goals, to help harmonize individual planning. Generally you will need more than $250,000 to make a start. This is because the cost of running an SMSF is more or less equal to the investment return on this amount of money: break even.

Is an SMSF right for you?

Do you want to be involved in the decisions regarding how your super is invested and want to play an active part in controlling your super and retirement income? Have you the time to commit to understanding the responsibilities as trustees, and to the administration? As a trustee of your own super fund, you’re held responsible for your investments and complying with superannuation and taxation laws.

Call Chris Turtle: 0487 181 676

Or complete the email form and we’ll get back to you as soon as we can.

Turtle Securities Pty Ltd Dubbo NSW 2830

Christopher Turtle, Authorised Representative No. 275624 and Turtle Securities Pty Ltd is Corporate Authorised Representative No. 1281015 of InterPrac Financial Planning Pty Ltd (AFSL 246638)