Self Managed Superannuation Funds (SMSF)

Self managed superannuation is fast becoming the fund of choice for many Australians. A SMSF allows you to gain an increased level control over your superannuation savings, and to purchase investments that are not generally available in a retail or industry superannuation fund.

Investments such as direct shares listed on the Australian Stock Exchange, direct property and market specific managed funds are able to be held within a SMSF. This allows the astute investor the opportunity to select and manage their own investments. However, many people interested in this option do not have the knowledge and time to effectively manage their own superannuation fund, and comply with the mountain of laws and governance that is required with operating a SMSF.

Our specialist SMSF advisers can help you to determine if a SMSF may be appropriate to meet your future needs. If a SMSF may be suitable for you, we will discuss the key responsibilities of being a trustee, as well as the types of investments that can be placed into a SMSF. If you wish to proceed we can assist with:

  • Determining an appropriate trustee structure
  • Setting up the Trust Deed
  • Establishing and documenting an investment strategy (as required by law)
  • Putting in place the selected investments
  • Assisting with management of the investments
  • Advice on day to day transactions

In addition we can refer you to professional partners for advice and assistance with:

  • Establishing a corporate trustee
  • The tax file number
  • Registration of the fund for GST (if required)
  • Bank accounts for the cash account
  • Preparation of the annual tax returns
  • Completion of the annual audit and compliance certificate
  • Lodgement of all annual returns

Let a specialist adviser at CB Financial discuss with you the requirements and obligations involved in an SMSF.

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Brisbane Office

Level 11 / 300 Ann St
Brisbane, 4001
Ph: (07) 3223 6000
Fax: (07) 3012 8399

Strathpine Office

Unit 3, 27 South Pine Rd
Brendale, 4500
Ph: (07) 3490 9988
Fax: (07) 3490 9984

Caboolture Office

Level 1, 11-13 Bertha St
Caboolture, 4510
Ph: (07) 5428 9555
Fax: (07) 5498 9320