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Self-managed super funds are powerful investment vehicles. But
access to the key features that generate real value requires
proper fund set-up.
Call us on 02 9211 6000 today or request a call back from a
self-managed super specialist to learn more.
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Setting up a self-managed super fund can be complicated and time consuming. At ,br>
French & French, we simplify that process, making sure your fund is created with minimal
involvement, hassle, and stress on your part.
Our SMSF team can help you:
We can help you compare a self-managed super fund to your existing super and other alternatives. So you can make an informed decision regarding whether or not a self-managed super fund is
right for you.
Should you choose an individual or a corporate trustee? There are advantages to both. But getting it wrong can be costly in the long run. That’s why we help you understand the difference, recommending the best option for your SMSF strategy.
Before you invest any of your super funds, you have to legally document your investment strategy. We can help you address your fund’s liquidity and cash flow requirements while taking into consideration all member’s life, total, and permanent disability and salary continuance needs.
We can prepare and lodge all of the necessary paperwork with the relevant government bodies, obtaining your fund’s ABN and tax file number, ensuring all trustees are appointed correctly, and making certain your fund gets regulated with the Australian Taxation Office.
We can set-up your SMSF’s bank account, ensure all member’s super funds are transferred into your fund, and direct your employer to make all future contributions into your SMSF.
If you’d like to buy residential or commercial property through your super, we can get relevant additional deeds along with company and trust structures prepared to allow your SMSF to make the purchase.
While legislation lets your SMSF invest in alternative assets and implement advanced tax and financial strategies, that doesn’t mean your fund can automatically implement them. For example, if you wanted to borrow to buy property through your super, your trust deed must first allow it.
The strength of your SMSF is dependent on your trust deed. At French & French, we ensure your trust deed is written to allow your fund to take advantage of all the features you need to make the most of your SMSF.
Contact us today to see how French & French can help you set-up your self-managed super fund.