Office HoursMon - Fri 8.45 – 5.15Call Us(+613) 5221 8911Our Address351 Moorabool Street Geelong VIC 3220
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.