Self Managed Super

Setting up a Self Managed Superannuation Fund (SMSF) may seem straightforward, but there is much to consider:

  • Is an SMSF really suitable for you?
  • Structure selection – individual vs corporate trustee
  • Meeting ATO requirements
  • Trustee and member obligations
  • Completing your annual return
  • Strategy optimisation
  • Developing an investment strategy
  • Limited resource borrowings – buying property inside your SMSF
  • Instalment warrants
  • Shares vs managed funds vs direct investments
  • Tax effectiveness and appropriate strategies
  • Cost minimisation
  • Annual auditing
  • Compliance and risk management
  • Estate planning and insurance

WCG has the staff, experience and wisdom to deliver the quality and trusted service you need to protect your future.

Contact us for more information