Self Managed

Superannuation Funds

SMSFs have strict administrative obligations that require trustees to maintain records, provide financial statements, complete a tax return and organize an independent audit. For this reason, many trustees engage SMSF specialists to help them manage their accounting, auditing and tax reporting.  

Connect Accountants & Advisors can provide services in relation to:  

  • Ongoing administration of your SMSF 
  • Preparation of accounts and regulatory returns                
  • Provision of investment reports with accounts                
  • Pensions, rollover notices, ETPs, etc                
  • Preparation of work papers for Audit                
  • Arrange independent Audit of your SMSF  

Connect Financial Planning Services can provide advice in relation to:  

  • Suitability of SMSF                
  • Establishment of your SMSF            
  • Development of Investment Strategy                
  • Tailored investment recommendations                
  • Consideration for risk insurance for members  
  • Super strategies to maximise your retirement savings                
  • Rollovers and withdrawals               
  • Commencement of Pensions  

We help trustees retain control of their retirement savings while at the same time receiving expert guidance and support to ensure their SMSF is compliant and well positioned to achieve the retirement goals of its members.

It is important to understand that while there are numerous benefits to establishing an SMSF, there are also a number of considerations and risks to be aware of, including trustee responsibilities, cost-effectiveness and insurance cover. If you are thinking about setting up a self-managed the super fund, contact Connect Financial Planning Services for an obligation free appointment to discuss if an SMSF is right for you. 

Connect Financial Planning Services is a Corporate Authorised Representative (No. 1263442) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135