Want Your OWN SMSF?
What does SuperBenefit provide?
- NOTE – you need a statement of advice (SOA) from your advisor (registered for Financial Advice or an Accountant Registered for SMSF advice) or we can recommend ours (SOA from $1650 inc GST) – call Paul 0407 361 596 to discuss.
- SMSF Service
- Set Up the Self-Managed Super Fund, Trust Deed, ATO registration,
- Roll in super monies from your current superfunds,
- Administration each year,
- Year-end Tax and Audit
- all taken care of, to save you learning all the complex laws, forms, regulations
- SMSF Connector –
- Education and workshops for investment opportunities with guest experts
- Connect you with the right professionals for Mentoring on how to self-advise and make investment decisions
An all-in-one complete service,
commit a little or as much time as you want to be involved, with us and your advisor.
SET UP – $1300 inc GST (includes trust deed, bank account, ABN, TFN and regulation by ATO, paid by the SMSF not personally, as well as applications to all super funds!)
ANNUAL FEE – From $1600 inc GST includes accounting, audit, lodgement, pensions, Centrelink notifications (if required) mentoring and workshops
(depending on complexity, accessibility and volume of transactions)
SuperBenefit Programme is the partner you need, to set up, assist you to run your SMSF and …. achieve your retirement goals.
Call today for a free, no-obligation discussion to answer your questions
Call Paul – 0407 361 596 Email – firstname.lastname@example.org