A SMSF is a private superannuation fund that you manage yourself. You make investment decisions for the fund and have full control over the investment decisions. You can pool the superannuation assets with up to five other members. This increased pool may allow you to access special investment opportunities.

More than a million Australians have taken greater control over their retirement savings by setting up their own Self Managed Superannuation Fund (SMSF). If you are wondering whether you should have a SMSF or would like to know more, please contact us for an obligation-free consultation.

We currently look after a significant number of SMSFs including SMSFs that have borrowed to purchase property (using Limited Recourse Borrowing Arrangements).

Unlike most SMSF service providers who use off-shore processing centres, we at GoodmanTaylor carry out all work in-house. This ensures data security and confidentiality and guarantees high quality services.

Our Australian qualified, highly experienced staff can help you from establishing a new SMSF, managing an existing SMSF to winding up a SMSF.

What can SMSFs invest in?

• Australian Shares

• International shares

• Residential Property

• Commercial property

• Bonds and Term deposits

• Managed Funds

• Cryptocurrencies

• Commodities

• Collectables and personal use assets (restrictions apply)

SMSF Services provided by GoodmanTaylor:

• Advice on set up, management and compliance obligations

• Establish the SMSF

• Obtain necessary registrations such as TFN, ABN, GST

• Set up the Bare Trust if taking out a loan to purchase property

• Prepare annual financial statements and member statements

• Prepare and lodge income tax return

• Calculate minimum pensions, advice on minimising capital gains

• Advice on contribution strategies

• Advice business owners who want to hold their business premises within their SMSF