A Self Managed Super Fund (SMSF) enables you to take direct control of your retirement funds and convert your hard earned money into the ‘nest egg’ to meet your retirement needs. This requires a much higher level of involvement in the investment decisions, as well as compliance with Superannuation legislation (SIS act). The laws governing SMSFs are extremely complex and intricate, and are being continuously modified by government.
At Walshs we are accredited to provide advice to Self Managed Superannuation Funds. We will work with you to determine your financial retirement goals, then provide strategic advice to get you there. We also handle all documentation relating to the setup and ongoing administration of your SMSF, as well as completing Superannuation fund tax returns. SMSF’s aren’t for everybody, one key element of our advice is to determine if they are the right retirement savings vehicle for you and if so at what stage should you implement it.
Additionally, our superannuation team works closely with our Financial Planning division giving you access to investment advice as and when you need it.
Our full suite of services includes:
- SMSF Consultancy Services
- SMSF Establishment, Administration and Compliance
- Preparation and lodgement of end of year accounts and income tax returns
- Pension Strategies and Advice
- Estate Planning
- SMSF Taxation Advice
- Specialist Technical Advice