SMSF help

 Self Managed Superfund (SMSF  help setup)  

Take control of your retirement destiny.

A well structured SMSF can help you accumulate, manage and grow your assets for retirement. 

Many of our clients enjoy the benefits of a strategic retirement plan strategy, encompassing  their SMSF and other entities such as Family Trusts etc.

A Self Managed Super Fund (SMSF) functions like any other superannuation product. It holds your retirement funds and invests on behalf of its members for their retirement. The key, however is that members act as Trustees and are in total control of the Funds strategy and are responsible to conduct the  Self Managed Superannuation Fund correctly and to meet the sole purpose test which is retirement saving.

With greater control over our retirement funds  comes the added responsibility with SMSF regulation

We are here to help you and guide you as Trustees to apply the superannuation and taxation laws that apply to Superannuation Funds and their Trustees.

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Gartly & Associates Pty Ltd (ASIC No 1248228)  ABN 31 124 737 917  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Geoff Gartly (ASIC No. 1248227) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Website: www.meritwealth.com.au Merit Wealth Privacy StatementGeoff Gartly

Financial Services Guide Limited Authorised Representative 1248227 of Merit Wealth Pty Ltd

 

Geoff Gartly , a Chartered Accountant licensed under Merit Wealth to advise you on SMSF setup in Melbourne and we can  guide you with the steps to take to make this happen. Once your new SMSF is established , you take control and invest in arrange of investment opportunities such as :

  • Cash and Bank term deposits
  • Listed shares and equities,
  • Unit trusts/managed funds and Property

Small Businesses can also take advantage of purchasing their Business Real Property within the SMSF, which can be rented from the SMSF to your business. We can advise you determining if this is the appropriate strategy for your fund and to ensure any structure and borrowing ensure it meets the ATO rules.

At Gartly & Associates we complete all the yearly accounting needs and auditing and lodge the annual Fund Taxation Return for you. This is necessary to comply with superannuation and ATO law. Geoff Gartly Chartered Accountant has extensive SMSF knowledge and can assist you in using your SMSF correctly.

With new laws for SMSF Trustees face hefty penalties from the ATO if  SMSF breaches are mad, so getting it right is paramount.

When it comes to retirement, we can also assist you to understand when to take a lump sum, transition retirement strategy or an aged pension within your Fund.   In doing so we can ensure that your Deed complies with the current pension rules and also help with the necessary documentation that is required to implement the pension.

Contact us to help you set up, manage and maintain a SMSF. Talk to Geoff  on 9597 9966. We are based  at 563 North Road, Ormond Vic 3204