SMSF SETUP

SMSF SETUP

We have a range of products to help you run your SMSF your way.

A self-managed super fund (SMSF) is a superannuation trust structure that benefits its members upon retirement. As an SMSF trustee, you are responsible for making investment decisions and ensuring an investment strategy for your fund. SMSFs also have strict administrative obligations that require you to maintain records, provide financial statements, complete a tax return and organize an independent audit. For this reason, many trustees engage SMSF specialists to help them manage their accounting, auditing, and tax reporting, as well as provide financial and investment advice. However, they always remain utterly responsible for the decisions and administration of their fund. 


Take control of your SMSF

AAA4tax SMSF solutions make it simple for you to manage your self-managed superannuation fund so that you can have full control over your investment strategies and retirement planning.

If we identify an SMSF is appropriate, our team will assist with:


  • Set up
  • Ongoing accounting and taxation
  • Integrated administration and strategy advice where appropriate
  • Wind up if an SMSF if no longer suitable for you


For the full picture on setting up and managing your SMSF, speak to the AAA4tax. We'll guide you through the process while teaching you the hidden strategies that maximize returns and minimize expenses.

We have a range of products to help you run your SMSF your way. Please book a consultation and let us know how we can assist you. 

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