Our SMSF Setup Solutions

Active SMSFs offers one of the most comprehensive ranges of SMSF services in the Australian SMSF industry. Our flexible suite of services can be tailored to suit any situation.

Trustees can select from one of our packaged solutions:

Super Executive Super Premium Super Prestige

 

Service Introduction

Obtaining professional advice in relation to your SMSF can make the difference between a well-run, cost effective and diversified SMSF and one which fails to optimize tax benefits, pays little attention to investment risk and performance, and ultimately causes compliance issues.

Establishing a SMSF and taking on the role of trustee, as required under legislation, brings with it a number of onerous administrative, investment and compliance obligations. This can be very difficult and time consuming for you to manage.

Active SMSFs has the complete solution! The areas where we can assist you are:

  • Providing an overall assessment including the costs and benefits of transferring your current superannuation into an SMSF.
  • Providing ongoing administration assistance which removes the burden from you throughout the year and at tax reporting time.
  • Providing ongoing compliance support to ensure your fund meets the current regulation and legislative regime.
  • Manage communications, correspondence and general paperwork with your underlying investments to provide a consolidated report to your accountant or administrator.
  • Superannuation contribution strategies to ensure you are taking advantage of salary sacrifice, government co-contributions and spouse contribution tax offsets where available.
  • Fund performance reporting and detailed investments reports, such as investments movement reports, and year-end market valuation reports to assist you in managing the fund and underlying investments.
  • Establishment and regular updates of the Investment Strategy to ensure the fund is compliant and meets the needs of all of its members.
  • Liaising with your accountant, administrator, lawyer or professional third party on an ongoing basis to assist in managing the fund.
  • Identifying the benefits and costs associated with retirement, pension and transitional strategies.
  • Investment recommendations, to ensure the fund maximises its potential performance, transparency and flexibility.
  • Borrowing to buy property within superannuation and co-ordinating the necessary third parties, including the lawyers and bank.
  • Providing personal insurance cover where required.
  • Estate Planning and recommendations for beneficiary nominations.

Our Services

Active SMSFs uses ‘tried & proven’ rigorous internal processes and procedures to ensure quality services are consistently delivered. We provide upfront fixed fee structures so you know in advance all the costs associated with your fund. We do not charge by the hour unless specifically requested by you.

In this specialised area, experience counts.  We have the skills and experience to help you achieve results. All our staff have SMSF administration experience and our Director, Andrew Wieman, is a SPAA specialist (Superannuation Professional Association of Australia).

We do not restrict you or limit the services of third party providers and welcome working with your trusted accountant, lawyer or administrator to ensure we are all on the same page looking after your interests.  Alternatively, we can recommend an experienced professional to help you.

Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Active Financial Services Licensee number 234665
FSG/FSCG  &  Privacy Policy
                                                      CFP