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In Australia, there are over 1 million people who have made the step to control their own super and setup their own Self Managed Superannuation fund (SMSF). The Self-Managed Super option is no flash in the pan; the sector now represents a combined asset value in excess of $550 billion.
The reasons for this are numerous, but we find control is the number one driver; control over investment decisions; control over asset allocation; control over fees and control over assets.
Australians wanting to take advantage of tax strategies that are not available in retail funds is also a major factor for setting up an SMSF.
Many of our clients choose to invest their superannuation in a self-managed super fund (SMSF). The benefits of self-managed super for those with substantial amounts to invest are manifold. Most importantly, it gives control of your investments to you rather than a fund manager. For some clients, there are also opportunities to leverage a SMSF for both business and personal advantage. For example, for our medical and small-medium business clients, it can be a tax-effective option to purchase their consulting rooms or business premises through a SMSF, then effectively pay rent to themselves
With our combined experience of nearly 100 years helping thousands of proactive people set up, administer and manage an SMSF, we can analyse and inform you on all things Superannuation.
SMSF services we can offer in isolation or in a package arrangement are:
You can rest assured that when you come to Maddern for Self-Managed Superannuation advice, we are acting in your best interests. If a SMSF is not suitable for you, we will say so. Likewise, we do not recommend any products or insurances that are conflicted by institutional or bank/insurance company ownership.
Our SMSF advice is completely independent.
The benefit of using Maddern Accountants in Melbourne to setup and administer your SMSF is that we have accredited expertise at every level: investment, taxation, and administration. Because we have so many clients with self-managed funds, our level of specialisation goes far beyond that of most firms of our size – we even have a dedicated SMSF accounting team. A superannuation accountant can provide great insight into how your SMSF can be optimised for you.
We also understand that Self Managed Super Fund trustees are continually challenged to stay-up-to-date with fast paced financial markets and updated to SMSF rules and regulations. We stand above the SMSF industry by constantly engaging with our clients to help them meet the requirements. We are proactive in planning in advance for our clients’ SMSF tax strategies, we are not just historical data entry accountants,
This all amounts to a seamlessly integrated range of SMSF administration in Melbourne. If you're thinking of creating a self-managed superannuation fund, why would you go anywhere else?
If you have $200,000 or more invested in superannuation, you should seriously consider a self-managed super fund. "Do it yourself superannuation" gives you great control over investments and a number of tax-effective opportunities that you simply don't get from an established fund.
However, self-managed superannuation is a complicated thing to set up and maintain. It's essential to get advice from an established expert in the self managed super funds field. Maddern Financial Advisers are accredited as an Self Managed Super Funds Specialist Advisor with the Self-Managed Super Fund Professionals' Association of Australia (SPAA).
Using Maddern Financial Advisers as your Self Managed Super Funds advisor means that as well as our expert, independent advice on your Self Managed Super Funds investment strategy, you enjoy a complete administration and compliance service, so you can leave the paperwork to us. And through Maddern Accountants, we'll ensure your Self Managed Super Funds is set up to maximise the available tax benefits.
Searching for an SMSF accountant Melbourne? Please call on 03 9999 7200 to talk to an SMSF expert who can discuss SMSF administration.