Self-managed super funds (SMSFs) are a popular option for Australians who want to have greater control over how their retirement savings are invested. In fact, figures from the Australian Taxation Office show that 99.5 per cent of all superannuation funds in the country are SMSFs.
But with great power comes great responsibility. SMSF members don't just make the investment decisions, they must also ensure their fund complies with superannuation and tax laws. Setting up an SMSF is therefore a major financial decision that may not be the best option for your super savings.
This is why it's important to seek guidance from licensed accounting firms in Geelong that specialise in SMSF advisory services, such as WMC Accounting. We can help you decide whether or not a self-managed fund is the right choice for your unique circumstances.
Our SMSF advisory services
Setting up and maintaining an SMSF is often a complex undertaking that can take up considerable time and effort, as well as a comprehensive understanding of your compliance obligations.
WMC Accounting is an authorised representative under the SMSF Advisers Network, which means we can provide our clients with a number of self-managed fund services. These include:
- An analysis of your current superannuation funds and options;
- The costs and benefits of setting up an SMSF; and
- Determining your specific suitability for establishing an SMSF.
Our SMSF advisory department can provide tailored advice designed to give you everything you need to know to make a decision about setting up a fund. We offer sophisticated, impartial advice that should help you choose the best superannuation options to achieve your dream retirement.
Why choose WMC Accounting for SMSF advisory services?
WMC Accounting is a Geelong accounting firm that provides more than just traditional tax accounting, audit and assurance offerings. We pride ourselves on having expertise across a range of specialist and professional accounting services, including SMSF advisory, for clients that want more from their accounting firm.
Our staff truly care about developing enduring, positive relationships, giving you the confidence that our advice will serve you well into your retirement and beyond.
If you would like to know more about our SMSF advisory department or any other of our services, please contact a member of our team today.
WMC Holdings Pty Ltd t/as WMC Accounting is a Corporate Authorised Representative No. 124 5401 of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL No. 430062 www.smsfadvisersnetwork.com.au
*Liability limited by a scheme approved under Professional Standards Legislation. Other than for the acts or omissions of financial services licences.
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