Self Managed Superannuation Funds Experts in Adelaide
At Nextgen Accountants, we are superannuation experts and believe that you should be in control of your wealth creation strategies and investment choice.
Self-managed superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.
Superannuation law is a delicate area and personalised planning is required for each individual.
At Nextgen Accountants, we are superannuation experts and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.
We can help you set up a SMSF, advise you on the best strategies to save you tax and invest in assets that are best suited to create your wealth that will effectively allow you to reach your financial retirement goals.
SMSFs provide more investment options than any other super fund. Trustees can access direct shares, high-yielding cash accounts, terms deposits, income investments, direct property, unlisted assets, international markets, collectables and more. You decide where your money is invested.
SMSFs allow multiple members to run mixture of accumulation and pension accounts. Trustees can adjust their investment mix as it suits them, allowing for a fast response to changes in market conditions, super rules or personal circumstances.
SMSFs offer significant transparencies that allow trustees to align their personal goals with their investment decisions. Whether you’re passionate about property, shares or sustainable and ethical investing, SMSFs allow you to better understand where your money is invested.
SMSFs benefit from concessional tax rates. In the accumulation phase, tax on net income is capped at 15%; in the pension phase there is no tax payable, not even capital gains tax. Carefully considered tax strategies can help trustees grow their super savings.
Services we offer include:
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- Establishment of Self Managed Superannuation Funds
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- Prepare annual accounts and taxation reports
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- Advice on pension and lump sum payments
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- Investment choice
Administration Services – For a low fixed fee we will handle all accounting and administration tasks for your SMSF. These services include:
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- Monthly reconciliation of bank account and investments
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- Preparation & lodgment of BAS, IAS, PAYG and TBAR reports with the ATO
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- Preparation of all minutes, declarations, and regulatory documents in line with legislative requirements.
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- Preparation of the fund for audit.
Why choose a SMSF?
You can decide how your fund is managed and control where your money is invested. Our clients often report that having greater visibility over their retirement savings has led to a deeper understanding of how their overall wealth is tracking and given them more confidence in their investment and lifestyle decisions.
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