We guide you in managing your fund as its trustee and maximising its potential.
Self-Managed Superannuation Funds
SMSFs are an excellent way to advance your retirement savings. In recent years, SMSFs have becoming increasingly popular due to the flexibility they provide, that just isn’t possible with commercial Superannuation funds.
Establishing your own SMSF can enable you to take back control of your super by allowing you to choose where you want to invest your money, create investment strategies that work for you & enable you to take advantage of tax minimisation strategies.
However, with great benefits comes great responsibilities in the form of complicated governing rules & regulations. Ensuring compliance with these regulations is of the utmost importance when managing your own SMSF.
Here at Marvel Consulting, we take a proactive approach in ensuring your fund’s compliance by guiding you through the process of establishment, educating you on your obligations and ongoing support & management of your fund.
Our Accountants have extensive experience in the administration, accounting, compliance & taxation of SMSFs and are ready to assist you with all of your SMSF needs today.
Our SMSF services include:
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Q: I’m not sure if a SMSF is right for me, how can I find out more?
A:
Self-Managed Super Funds can be a great tool for taking control of your super & maximising your retirement savings, however there are many legal responsibilities you must be aware of beforehand. We can provide general information to help you understand the advantages & disadvantages around running your own Self-Managed Super Fund, understand the various compliance requirements as a trustee of your own fund. You will need to decide whether an SMSF is best suited to you.
Q: How long does it take to set up a SMSF?
A:
There are a few steps involved to have a fund setup. Majority of the time it takes to get completely setup and ready to invest is determined by other providers you will need to wait on. This includes setting up your new funds bank account & requesting your current super to be rolled over from your existing fund. As a rough guide it takes 4 to 6 weeks.
Q: How does the onboarding process work?
A:
As a new SMSF client, we would initially ask you to book a “Discovery Session – Self-Managed Superannuation Funds” appointment. During this initial consultation, we’ll have a relaxed discussion about you, your superfund, history, goals & any requirements or services that you are looking for.
Once we have got to know each other a little, and established what you need going forward, we will draft up an engagement letter for you outlining our agreed services, terms & fees. Depending on the services required, we will then contact you with further instructions on how we will proceed from there.
Q: What do I need to do after onboarding for SMSF administration?
A:
If you engage our services for SMSF administration, we would collect records from you such as historical tax returns & financial statements, initial set up information (Trust deeds, members, minutes, assets) and your recent transactions & records. We would ask for things such as bank statements, receipts & invoices. These things can be brought to us in person, sent through email or uploaded to online software. Keeping records for SMSFs is really important, we may set you up on a receipt keeping software to ensure we keep your records up to date.
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Company Australia Pty Ltd
Call Us
0393 175 019
Email Us
info@marvelconsulting.com.au
Location: Admin Office
Suite 101, Level 1
46 Graingers Road
West Footscray VIC 3012
