Self-Managed Super Funds

What is a SMSF?

A self-managed superannuation fund (SMSF) is a separate entity structure for the provision of retirement benefits of the members.

Self Managed Superannuation Funds represent the most tax effective and flexible retirement provision structure available. In addition they represent both an effective form of creditor protection and a unique opportunity for estate planning by allowing the provision of pensions and lump sum benefits in retirement.

The trustee(s) bear the ultimate responsibility of the operation of the superannuation fund. The trustee(s) may employ administrators, accountants and investment advisers to help assist in the management of the fund.

Role of Accountants/ Tax Advisors in SMSF:

Tax agents or accountants can help you set up an SMSF and advise you on the establishment, operation, structuring and valuation of an SMSF. However, they cannot advise you about which super fund best suits you or which investments should be in your fund, unless they’re also a licensed financial advisory business.

Role of Financial Advisers in SMSF:

A licensed financial adviser will consider your personal situation and recommend a suitable product for you. By using a financial adviser, you get extra protection if anything goes wrong because you have recourse to an independent complaints scheme.

Why Finance Dot Com:

Finance Dot Com has the unique opportunity of providing all accounting services to SMSF such as establishment and administration as well as providing financial advise and planning for the SMSF.

We provide affordable pricing as well as personalised services to our customers. Furthermore we guide you through all facets of the SMSF from establishment to administration to investment. Our team of Accountants and Financial Advisers have extensive experience in the area of SMSF.

Furthermore you can have access to the latest technology for administration and review of strategy live online.

If you have any enquiries, feel free to fill out the form below.

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Contact Details

Aurora Place
Level 25, 88 Phillip St
Sydney NSW 2000

Telephone: 02 8211 0586       Fax: 02 9251 0039       Mobile: 0412 141 711


All Mail: P.O Box 1690 Double Bay, NSW 2028


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