Self-managed super is about investing for your retirement, your way.
Having greater control and flexibility over your superannuation investments can be an advantage of owning a self-managed super fund (SMSF).
Being in control of your superannuation investment portfolio, SMSFs offer a number of benefits, like tax effective borrowing to invest in property.
Superannuation, is a highly regulated area with complex compliance requirements. We have the expertise and technical knowledge to guide and support you through the set up and management of your own SMSF.
If you’re thinking about self-managed super, in conjunction with our financial planning team, we can help with:
- Advice on the benefits of an SMSF and whether it’s right for you
- Getting started – we’ll set you up with an SMSF
- Handling all regulatory and statutory paperwork and tax requirements
- Advice and management of tax effective contributions and income stream strategies
- Regular audits to ensure all obligations are met
- Borrowing to invest in your SMSF
Crosby Dalwood Pty Ltd ABN 30 132 317 876 provides financial planning services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
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