TAKE ADVANTAGE OF A
SELF MANAGED SUPER FUND (SMSF)
Have direct control over your financial outlook in retirement
Your Super Fund will always be one of your main investments, so it’s vital you take it into consideration long before your retirement. Failing to do so could have a significantly negative impact on your financial outlook in retirement and in turn impact your lifestyle.
At Newport Financial, we have the breadth of experience needed to create you a tax-effective Super Fund strategy. By keeping up with the latest changes in legislation, our team can develop a plan that will build you a sizeable nest egg for retirement and we’ll also review your options as circumstances change.
To learn more about how you can take advantage of a Self Managed Super Fund (SMSF),
call our team now on 02-84 88 0934 or contact us now.
How does a Self Managed Super Fund Work?
A Self Managed Super Fund (SMSF) gives you control over your own investment portfolio and the ability to invest in non-traditional investment options. However, the Australian Taxation Office (ATO) now checks over 80% of all applications, so it really pays to have professional expertise on your side when filing for a Self Managed Super Fund.
To help you manage your Super Fund without the burden of compliance and reporting obligations, we provide an optional Self Managed Superannuation Fund Administration service. This includes 3 areas of expertise, including:
Allocation of Investment Transactions
Automatic Data Investment Feeds
Report Generation for General Ledgers and Member Benefits
Preparation & Communication
Quarterly GST Returns
Auditor Liaising for Annual Audit Reviews