We are tax agents and SMSF Specialist accountants and ASIC approved Self Managed Super Fund auditors. We follow the best interests of our clients under ASIC's Regulatory Guide 175.214 and taxation is only one of the matters that must be considered when making a decision to set up a Self Managed Super Fund.
We are a firm of accountants and not financial advisers. we do not provide any financial product advice or recommend that a SMSF is suitable to you.
We can provide advice and factual information about SMSF under SIS Act & Income tax act on
We may at times give some broad asset class advice and provide some general advice (without any remuneration) which is not intended to influence you in making a decision in relation to a particular financial product or an interest in a particular financial product. This advice should not be construed as particular financial product advice or personal advice, this advice may be given under exemptions contained in Corporate Regulation 7.1.33G.
We can provide advice relating to tax implications of investing in various Asset Classes, such as cash Vs shares Vs property Vs superannuation. Cash flow benefits of a various types of pensions, but we cannot advice that you dispose an existing super account to start any such income stream. We can advice on the tax benefits of using the various small business CGT concessions in so far as they relate to making contributions to super and taxation consequences of participating in a share buyback with a high franked dividend etc.
On your instructions, we can assist you in ordering a Trust Deed and apply for registration of your SMSF with the ATO or help you, once you have decided to transfer, any transfer any asset, rollover to your Self-Managed Super Fund simply as an administrative task.