Self Managed Super Funds (SMSF)

The temptation to operate your own superannuation fund is valid in this day and age with information at our fingertips, and why shouldn’t we take control of our own money?

Self managed superannuation funds not only give you control of the investment of your retirement savings, but there many other features available to you. Some of these include:

• Inclusion of personal insurances, reducing the impact of insurance premiums on your hip pocket.
• Powerful tools to better manage your estate planning instructions.
• Opportunities to minimise capital gains tax associated with the investments within the fund.
• Establishment of reserves to manage anti-detriment payments and insurances where the individual is unable to purchase conventional insurance products due to poor health.

A SMSF is a sophisticated vehicle which can be used to address so much more than just how you invest your superannuation funds.

At PlanBiz we offer a unique service for those with self managed super funds. We have the technical knowledge to advise you on how you can get more out of your SMSF.

We take this a step further; where we can establish the SMSF for you, and see it through to providing the financial statements and tax return for the fund every year.

The self managed super fund you establish with PlanBiz won’t require you to pay for an accountant each year for your returns, and you can obtain a current account balance and other details on your fund at any point in the year, rather than waiting until after the end of the financial year.

Being the sophisticated vehicle that it is, you need a sophisticated approach. The tax and superannuation laws associated with these funds are quite comprehensive, so you don’t want to hope that you have got it right, you want to know. That’s where PlanBiz can you help you.