Creating a new self-managed superannuation fund (SMSF)
Taking control of your superannuation with an SMSF offers flexibility and potential financial rewards. LDB guides you through every step, ensuring compliance and strategic investments tailored to your needs. Begin your journey to a secure, self-directed retirement today.
Take control of your retirement
A self-managed superannuation fund (SMSF) is a fund where the members are the trustees of the fund. That is, the members actively manage the operation and the investments of the fund.
Get the guidance you need
An SMSF can be a lot of work to set up initially and then to manage on an ongoing basis. It’s also critical that your fund complies with the many rules that apply to superannuation in general, and SMSFs in particular.
The good news is that it is easy to enjoy the benefits of an SMSF without the hard work.
LDB are experts in the creation, ongoing administration and compliance of SMSFs.
Our team of professionals possess the full range of expertise required to ensure the success of your SMSF.
In setting up your SMSF, we guide you through every step, including:
We'll help you make the right choices
Advising on the choice between individual trustees or a corporate trustee
Then help with clear, detailed trust creation
Creation of the trust and the trust deed
Plus basic administration
Applying for a Tax File Number (TFN) and Australian Business Number (ABN)
WIth a considered investment strategy
Ensuring a relevant investment strategy is prepared in accordance with the member’s needs
Then setup the right bank account
Assistance with the opening of the SMSF’s bank account
Finally, managing benefits
Facilitating the rollover of benefits from your current super funds.
If not set up correctly, an SMSF runs the risk of being a ‘non-complying’ fund.
The penalties for this can be severe, ranging from large fines to loss of tax concessions, so it’s essential that everything is done ‘by the book’.
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Get help with your Superannuation today
Drop us a line today and have a chat about how LDB can help you.
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HOW CAN WE HELP?
Talk to the SMSF experts
With more than 20 years’ experience in self-managed super, LDB has helped hundreds of people take control of their retirement savings by creating their own SMSFs.
To find out more about SMSFs and what they entail, give us a call on (03) 9875 2900 or fill in the contact form below.
A quick chat with one of our superannuation specialists will help you decide if an SMSF is right for you. If not, we can offer other solutions to support your retirement savings goals.
But if there are real benefits to be gained by establishing your own SMSF, let’s get started.
The sooner we do, the sooner you will be reaping the rewards of taking control of your retirement savings.
The advantageS of an SMSF are:
Investments
The advantages of an SMSF are:
Flexibility
The advantages of an SMSF are:
Cost savings
Plus, estate planning considerations
An SMSF may allow for greater estate planning strategies to be put in place compared to larger industry type funds. The fund and its investments may also be able to continue for your spouse or your children in the event of your death.
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Get help from LDB’s Superannuation experts
Drop us a line today and have a chat about how LDB can help you.
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