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Self-Managed Superannuation Fund

A Self-Managed Superannuation Fund is a popular vehicle for wealth accumulation, tax planning, retirement planning and asset protection purposes.

With our own Limited Financial Services Licence, we can provide you:

Setting up a SMSF is a very important financial decision as the responsibility of operating the fund and complying with the law resides entirely with the trustee. Managing a super fund correctly requires time, money, skill, and intimate knowledge of the law, as such, it is incredibly important to take the time to talk to an experienced SMSF consultant before you decide to set up a Self Manager Super Fund.

 

At WNR Business Consulting, our SMSF specialists can provide expert advice in the following areas:

  • Overall assessment of the benefits and costs associated with transitioning your current superannuation to a SMSF.
  • Superannuation contribution strategies, to ensure that you take full advantage of spousal contribution offsets, government contributions and salary sacrificing.
  • Documenting the investment strategy to ensure that the fund will meet the requirements of all the members and the law
  • Detail the benefits and costs associated with starting the pension phase of retirement from the fund

With our extensive knowledge and experience in SMSF related tax planning. It is important to ensure that you have the proper SMSF tax strategies implemented for you and your business. At WNR Business Consulting we evaluate your current and future family and business goals and tailor a solution to reach them whilst minimizing risk and enhancing efficiency.

A licensed SMSF consultant or financial planner will be capable of providing you advice on how to set up the fund and ongoing advice on:

Legislative changes that might impact your fund and your current strategies

Commencing a pension whenever appropriate

Recommendations taking into account various changes in your marital status, health and income situation

Recommended changes in disability and death insurance

Investment recommendations

All SMSF’s are required to be audited by an approved SMSF auditor. This audit requirement is set out in law under section 35C of the Superannuation Industry Supervisory Act 1993. Our qualified SMSF auditor will respond promptly to your auditing requirements and offer a price competitive fixed fee for the audit service. We charge a fixed audit fee of $450 per SMSF and this can be less (around $350) if you have a good set of work papers and supporting documentation.

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We will develop a personalized plan to increase growth and make your business a Success.

Would you like to speak to one of our consultants over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

We inspire clients to make their most challenging business decisions with confidence. Send us a message, or phone 1800 234 567 between 09:00 and 18:00 Monday to Friday — we would be delighted to speak about how we could help your firm.

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