Self-managed superannuation funds

Self-managed superannuation funds

Self-managed superannuation funds (SMSFs) are Australia’s fastest-growing area of superannuation. Their popularity is based on the control and flexibility that they offer to savvy investors, who want to maximize their returns with a customized super strategy that fits their lifestyle needs and objectives.

We understand that you’re busy and that the SMSF rules are complicated. We will provide you with an end-to-end solution giving you access to all the support and expertise you need to easily manage your SMSF. SMSFs have many advantages but, equally, you need to consider the reasons why a SMSF may not suit your needs. We can help you decide if this is the right option for you.

Progress CA have the ability, the capability and the confidence to provide the best possible SMSF advice and service to clients, including:

  • Set up of SMSF and all administration tasks such as preparation of your trust deeds, completion and lodgement of relevant ATO statements
  • Superannuation consolidation
  • Ensuring your SMSF is compliant with current superannuation laws and regulations
  • If there is more than one member in your SMSF, we can offer advice on what will happen in the event of ill health, death, relationship breakdown, or waning interest.
  • Auditing of your SMSF

Currently, we are providing FREE 30 minutes tax consultation. You can book it through our website at www.progressca.com.au or call us on 0403050779. Do not hesitate. Contact us now by booking your first consultation today!