ESTABLISH BETTER SUPER FUND OUTCOMES WITH INTERATIVE FINANCIAL
One of the best ways to ensure a comfortable retirement, particularly if you are a business-owner, is to have a Self-Managed Superannuation Fund (SMSF).
By contributing to your retirement fund through an SMSF, you can gain the following advantages:
- Reduced tax on investment income and capital gains
- Ongoing tax benefits from an allocated pension fund upon retirement
- Reduced administration costs.
So how can a SMSF help you take control of your superannuation?
In Australia, almost a third of all money that is invested into superannuation funds come from SMSFs. The popularity of SMSFs keeps rising, mainly due to the control and flexibility they offer.
As a SMSF trustees, you have full control over investment decisions and full control over the fund portfolio. While this freedom can be incredibly advantageous in the long run, it could potentially raise issues if you are not quite sure on how to manage your SMSF, especially when it comes to making investment decisions.
At Interactive Financial, we have a team of SMSF professionals that can take care of all the red tape. Through their experience, they can help you manage and make all the decisions that give you the best possibly nest-egg for retirement. They will help you meet the legal requirements while also giving you the best advice so you can manage your SMSF to its full potential.
Our full range of SMSF services include:
- Helping you to establish your SMSF according to your financial advisor’s advice
- Help with ongoing compliance documentation and procedures
- Establishing a pension
- Ongoing fund and pension funds administration and accounting
- Assistance with ATO audits and reviews
- Preparation and lodgement of statutory returns
- Documentation to record the transition to pension phase
