Self-Managed Super Fund (SMSF)

With the introduction of new super laws since 1 July 2007 there are more incentives for clients to invest their funds in superannuation.

The rise in popularity for SMSF’s has been consistently strong for many years now, so for clients interested in having more control over their super, our range of services include the establishment of SMSFs, drafting superannuation deeds & preparation/lodgement of SMSF annual returns.

It is important to remember that not everyone is suited to having an SMSF and just because you believe it is right for you, it always pays to seek professional advice on whether it’s appropriate for you before starting one. At the SWU Group, rest assured that our registered tax agents are also fully qualified financial planning specialists, so that we can legally provide all services related to SMSFs to you.

While there is flexibility, there are also a range of risks that arise in managing an SMSF on an ongoing basis. We are here to guide you through these minefields to ensure ongoing compliance and retainment of tax efficiencies within the superannuation environment. Investment strategies and advice can be provided by our financial advice team.

Have you taken our financial wellbeing health check to see which of these services can help you?

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