Self Managed Super Funds

Senior Couple reviweing their self managed funds report

We know the requirements of running a Self Managed Super Fund

Over one million Australians have chosen to have their own self managed super fund (SMSF). Many of our clients have found that a SMSF has given them more control and visibility over their investments in order to meet their retirement goals.

While there are advantages in using a SMSF, there are also many obligations that you need to be aware of. You need to comply with strict rules, complex legislation and frequent changes. And if you get it wrong along the way there are significant penalties.

Our accountants have extensive experience in the tax and compliance issues specific to self managed super funds.

With expert guidance, you’ll have peace of mind that you’re ticking all the right boxes and avoiding any risk of non-compliance. Read our case studies to find out how we’ve been able to help our SMSF clients.

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Self managed super fund services

SMSF Set Up

If you’ve decided that a self managed super fund is the right choice for you, our specialist advisors will guide you through the establishment process and get to know your investment goals. Our goal is to make it easy for you and ensure you have a full understanding of how it all works.

Administration

Superannuation legislation is complex and changing. We provide Trustees with the security of knowing that your administration and compliance obligations are in the hands of highly skilled, specialist SMSF accountants.

Deed Reviews

Your SMSF trust deed, together with superannuation legislation, form the fund’s governing rules and dictate how the fund can operate. Our specialists can review existing deeds to make sure they accommodate changed legislation and allow for your investment choices.

Investment Strategies

It’s a legal requirement to have an investment strategy in place when you establish a SMSF. But it’s not a set-and-forget document. Your investment strategy will need to be regularly reviewed over the life of the fund to ensure it meets your objectives.

Borrowing

The rules around SMSF borrowing can be complex and are subject to change. Our advisors have over 20 years’ experience in SMSF legislation and can ensure your fund is compliant.

Estate Planning

Estate Planning is more than simply having an up to date will, particularly when you have a SMSF. Our estate planning advisors ensure you have peace of mind that the assets you’ve so carefully accumulated pass to the right people and in the most tax effective way possible.

Tax Planning

Our advisors engage in tax planning sessions with Self Managed Super Fund trustees each year to maximise the flexibility of the SMSF structure and minimise your tax position.

Pension Establishment

SMSF pension documentation needs to be consider legislative requirements, audit issues, and common law issues. So it’s important to get it right. We ensure your deeds and documents are up-to-date with regulatory requirements before and during the income stream phase.

Looking for more control over your financial future? Talk to us.

Book in your free one-hour consultation with us to get started.

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How we’ve helped clients

See how we’ve helped our clients with some common problems businesses face.

We work with motivated clients to improve their businesses and grow their wealth

Work With Us

My wife and I have used the services of Marsh & Partners for over 30 years and our children have also followed suit. We are an average middle income couple, and they have always treated us with great respect and professionalism. Marsh & Partners for us has been the difference between an average retirement and one which holds no fears. Their tax advice and property structuring has been. extremely solid. Our son utilises Marsh & Partners Business Improvement services to assist forward planning in his business, which has been extremely successful. Their integrity is beyond reproach and we have no hesitation in recommending them.

Peter & Judy Nisbet , Self-funded Retirees

We have been a client of Marsh & Partners for almost 10 years now. The team has evolved with our needs and provide the most current advice available. Marsh & Partners make it their mission to be ahead of an ever changing industry. We would highly recommend Marsh & Partners to any business.

Lisa Saunders , The Fitout Studio

Marsh & Partners have been handling my financial affairs for approximately the last 15 years. It has been a working relationship I’ve thoroughly enjoyed. Their knowledge, honesty, efficiency and integrity is of gold medal class. They install in me the confidence that what I’m doing is right. I couldn’t think of anyone else bar Mick and his team to entrust with my financial affairs.

Alan Thomas , Alan Thomas Media Creations

Pohlmans Nursery have had a close working relationship with Fred and the team at Marsh & Partners for over 19 years now. During this time, Fred has offered us accounting expertise to assist our business to grow. Fred constantly goes above and beyond by guiding our business in the right direction in making business connections for finance and family law as well as assisting on our Board of Directors. Fred is a consummate professional and an expert in his field. Throughout our partnership with Fred and the team at Marsh & Partners they have offered us peace of mind in knowing that we have such a strong team of professionals taking care of all of our accounting needs.

Robert Pohlman, Pohlmans Nursery

Our family has enjoyed a successful partnership with Marsh & Partners for over 31 years. During this time, we have been provided with exceptional tax and business strategies to help our agricultural and commercial interests and now leading into our second intergenerational transfer. It is also mutually beneficial that the partners and associates travel to our home and place of business to actually see and understand our operation and needs.

Scott Seis, Director, Mungana Farming Co