Self-Managed Superannuation (SMSF)

  • As the government encourages Australians to take responsibility for their own retirement and to build a nest egg which allows them to become self-funded retirees, superannuation has become a major part of all retirement plans.

    A SMSF enables you to control your investment strategy, reduce personal tax whilst obtaining tax benefits within the superannuation fund regime. Superannuation law is complex and personalised planning is required for each individual.

    AP Taxation and its networking partners can assist with the below:

    • Establishment of a self-managed superannuation fund (SMSF) where there is an accompanying Statement of Advice from a licensed Financial Planner/SMSF Specialist
    • Completing and assistance with compliance and audit obligations
    • Advice on taxation benefits
    • Tax advice on maximising the potential of your SMSF
    • Tax implications of purchasing property within an SMSF

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