Self Managed Super Funds (SMSF)
There are now more than 300,000 Self Managed Superannuation Funds (SMSF’s) in Australia and the number continues to grow.
A SMSF is basically a superannuation fund with one to four members who are also trustees responsible for the investment strategy and administration of the fund within strict Australian Taxation Office (ATO) guidelines.
In assessing whether an SMSF is suitable for you we prompt the following questions:
- Do you have a substantial amount in personal superannuation?
- Do you enjoy learning about your investments and have the time to regularly review their performance?
- Would you like increased flexibility in estate planning, more investment options and greater responsibility for your own retirement funds?
If you answered ‘yes’ to these questions, you may be suited to having your own SMSF.
Whilst there are potentially great benefits, having a Self Managed Super Fund requires time, effort and discipline plus they also attract extra ongoing fees including annual audit fees.
Fully licenced to set up your SMSF.
We have experience and knowledge that is second to none in self-managed superannuation. Tanya Hofbauer is an expert in this field and can assist with any of your enquiries surrounding the establishment, operation and rules relating to SMSF’s. Tanya's wealth of knowledge has been developed with over a decade of specialised SMSF advice. Since 1 July 2016 Tanya is licenced under Capstone Financial Services to set-up SMSF's as required under ASIC's Regulatory Guide RG 146. Tanya Hofbauer - Advisor Profile
SMSF Loans for residential and commercial properties.
At Gatherum-Goss & Assoc we specialise in clients with investment properties and/or self-managed superannuation. Our two specialties now work together after the law changed to allow borrowings in SMSF via a SMSF Loan.
SMSF and SMSF Loans are complex structures that have sophisticated laws so they require a specialist firm like GGA that understand these laws. In particular our history of tax structuring for property investors and understanding all federal and state laws relating to property have meant that we are market leaders in bringing SMSF Loans to your SMSF at an attainable price.