Self managed super funds, or private super funds, can be an incredibly effective alternative to saving for retirement compared to fund-managed super funds.
There are many reasons why people choose to create a SMSF strategy. In summary, SMSFs can offer more control, choice and flexibility in how one’s wealth is invested. Likewise, some people choose to explore a SMSF strategy when their existing public fund is performing poorly.
Whether you are considering creating a SMSF fund, or whether you require support for your current fund, our in-house SMSF specialist can strategise an investment portfolio customised to your life goals that protects your wealth, considers tax efficiencies, while managing paperwork and reporting requirements.
We can help with:
- Establishment of Self Managed Superannuation Funds
- Investments Strategy
- Superannuation Audits
- Advice concerning Taxation Benefits
- Controlling Costs of Administration
- Centre for Self Managed Super
Advice Concerning Compliance Matters
Reach out to us at Cassells & Smith about advice on SMSFs and whether this is the right option for you.
Cassells & Smith is a Chartered firm consisting of a team who love providing high-quality compliance and advisory services to small-to-medium sized businesses.
A boutique accounting firm located in Buderim on Queensland’s Sunshine Coast, we offer the full suite of accounting services that SMBs require.