Self Managed Super Funds

Our professional advice and personalised service will assist you to manage the risks associated with managing your own super fund. This includes the strict compliance and tax obligations involved in achieving peace of mind for your stress-free retirement.

“If managed correctly a self-managed superannuation fund (SMSF) can provide you with flexibility, investment choice, and control over the management of your superannuation benefits.”

In conjunction with our licensed Financial Planning directors Scarlett Financial can assist you in deciding if a SMSF is appropriate for your financial goals and then we can establish the SMSF for you.
Once established we can assist with the ongoing compliance & Administration of your SMSF which will include the below:

  • Maintaining detailed capital gains tax records
  • Maintaining detailed membership records
  • Preparation of financial statements
  • Preparation of the annual tax return and regulatory documentation
  • Preparation of all minutes and associated documentation
  • Pension administration
  • Arranging for external SMSF audit