If you have a self-managed superannuation fund, it can be hard to know if you’re getting the right advice. There are three main qualifications that you should know:
This means that we are happy to provide advice on matters such as whether a specific investment scheme is allowed in an SMSF, or whether it is a good idea to use your SMSF to purchase property. However, unless they are also licensed financial planners, no accountant can or should encourage you to invest in specific schemes or products or try to sell you anything.
We take our role and your future seriously and will always act in your best interest—after all, that’s our job.
More details on the conversations that you can have about SMSFs with your accountant can be found on the SMSF Advisers Network's page.
Is a self-managed or retail fund better for your needs? It’s always a good idea to get professional advice before making the switch to an SMSF to make sure you understand all of the implications.
We process and maintain SMSFs, and we are able to complete tax returns and financial statements for the fund.
Are you close to retirement and hoping to set up a pension payment? Are you many years from retirement but not sure if you’ll have enough? We can provide advice and offer strategies for the entire life span of your SMSF.
We can audit SMSFs to make sure that you have met the many tax and legal requirements associated with these funds. This must be completed for all SMSFs by a qualified auditor.
Whether you have an SMSF or retail fund, there are certain tax implications throughout the life span of your fund and upon your death. It’s important to get advice to understand what these implications are and to discuss options to minimise the amount of tax you or your beneficiaries will have to pay.
TDG Business Services is a Corporate Authorised Representative of SMSF Advisers Network, AFSL No. 430062. ABN: 64 155 907 681. More details on the SMSF Advisers Network can be found at www.san.com.au.
The person at this practice authorised by SAN to provide superannuation and self-managed superannuation fund advice is Alan Donges.