Self Managed Superannuation
Take Control of Your Retirement with Our Self Managed Superannuation Services.
Our Services
Empower Your Retirement with Self Managed Superannuation Services
Welcome to BG SuperTax’s Self Managed Superannuation Services. We understand the importance of having control over your retirement savings, which is why we offer a comprehensive range of services designed to empower individuals and businesses. Our team of experienced professionals is dedicated to providing expert guidance and support to help you navigate the complexities of managing your own superannuation fund. With our tailored solutions and in-depth knowledge of the industry, you can confidently take charge of your financial future and make informed decisions to maximize your retirement benefits. Trust us to be your partner in securing a prosperous retirement through our Self Managed Superannuation Services.
Our Benefits Service
Unlock the Benefits of Self Managed Superannuation
01
Flexibility and Control
Enjoy the freedom to make investment decisions and tailor your superannuation strategy to align with your financial goals and risk appetite.
02
Tax Efficiency
Benefit from potential tax advantages, including lower tax rates on investment income and capital gains within your self managed superannuation fund.
03
Estate Planning
Ensure a smooth transfer of your wealth to your chosen beneficiaries, allowing you to effectively manage and preserve your assets for future generations.
04
Greater Investment Options
Expand your investment horizons with a wide range of options including direct property, shares, managed funds, and alternative investments, providing potential for higher returns and portfolio diversification.
Simple Proccess
Simplify Your Self Managed Superannuation Journey
Embark on a seamless and stress-free journey towards managing your own superannuation with our dedicated team at BG SuperTax. With our carefully crafted and simplified work process, we aim to make the complexities of self managed superannuation a thing of the past. From initial setup to ongoing management, our expert advisors provide step-by-step guidance and support, ensuring that you have the knowledge and tools to take control of your retirement savings. Experience the peace of mind that comes with a streamlined approach, allowing you to focus on your financial goals and secure your financial future. Trust us to simplify your self managed superannuation journey and unlock the full potential of your superannuation fund.
- Initial setup and establishment of self managed superannuation funds (SMSFs).
- Tailored investment strategies to align with your financial goals and risk tolerance.
- Ongoing monitoring and management of your SMSF, ensuring compliance with regulatory requirements.
- Expert advice on tax strategies and opportunities to maximize your superannuation returns.
- Retirement planning and pension options to help you enjoy a comfortable retirement.
- Regular reporting and updates to keep you informed about the performance of your SMSF.
Answer Question
frequently asked question
Find Answers To Commonly Asked Questions About Our Services, Processes, And How We Can Assist You In Achieving Your Business Goals.
self managed superannuation fund (SMSF) is a private superannuation fund that gives you more control over your retirement savings. Eligible individuals can establish an SMSF and become a trustee or director of the corporate trustee.
Having an SMSF provides greater flexibility and control over your investments, allowing you to tailor your investment strategy to meet your specific financial goals. It also offers potential tax advantages and the ability to include a wider range of assets in your fund.
As the trustee or director of an SMSF, you have certain responsibilities, including ensuring compliance with superannuation laws and regulations, keeping accurate records, preparing financial statements, and lodging annual tax returns.
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Yes, it is possible to borrow money to invest in property through your SMSF. This is known as a limited recourse borrowing arrangement (LRBA). However, there are specific rules and regulations that must be followed, and it's important to seek professional advice before proceeding.
If you no longer wish to manage your SMSF, you have the option to wind up the fund or transfer the assets to a retail or industry superannuation fund. It's recommended to seek advice from a qualified professional to guide you through the process and ensure compliance with regulations.
