Self Managed Superfunds

Self-managed Superfunds

Self-managed Superfunds

Navigate complexity, challenges and compliance with support from RSM’s specialist SMSF team.

SMSF services at RSM
SMSF
 

Self-managed Superfunds

 

SMSF Services by RSM

 


Managing a self-managed superfund certainly isn’t easy – there are significant compliance requirements and a whole host of issues that can arise as your fund follows you through the everyday situations that unfold in your business and life.

Leave the stress and complexity to us. As highly skilled accountants and business advisers, we can help you make informed decisions, navigate difficult situations, and ensure your fund remains compliant and on track to support you in retirement.

MEET THE TEAM

 

 

 

 

DID YOU KNOW?
  • There are just over 1.11 million SMSFs in Australia
  • An average 15,000 SMSFs are wound up each year
  • Listed shared account for the majority of asset allocations
  • 69% of SMSFs have 2 members
  • The highest portion of SMSFs by age group is 60-64 year olds
  • The highest portion of newly established SMSFs by age group is 35-44 year olds

**Data as at financial end 2021

 

 
Succession planning can be hugely rewarding when it’s done right

Your first consultation is on us.

 

 

What we offer

Our SMSF specialists partner with clients who are seeking expert advice and support to manage an established SMSF. As a dedicated local team, we are only ever a phone call away when you need us.

Most importantly, we offer total and timely management of all your SMSF compliance obligations (including external audits and ATO reporting) so you can stay focussed on maximising your retirement funds.

Contact us for assistance with:

  • SMSF structuring
  • Purchasing property
  • Asset acquisition strategies
  • Estate and succession planning
  • Legislation changes
  • Life changes, such as divorce

 

Have a Superannuation question for RSM?
See our other RSM superannuation services >

 

 

CASE STUDIES

vert-design

Vert Design currently has eight industrial designers that form part of the team and the business boasts an extensive and wide product portfolio, from more common consumer products such as sunglasses, bottles, eyewear and glassware, through to boats, furniture, and art installations.

lemken

LEMKEN is regarded throughout the world as a visionary and sustainable company that makes an important contribution to profitable agriculture.

utu-technology

In 2017 UTU Technology Inc. originated in Australia with a group of top experts in Blockchain, Artificial Intelligence, IoT, with business executives from leading technology organisations.

 
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Members, Tax, Assets – huh? For many, understanding superannuation financials, member statements and different accounting policies is a complication you would rather avoid.

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With nowhere to go and nothing to do but work, accumulated leave balances have increased dramatically. With borders now open, it’s a great time to encourage staff to take some much-needed time out and use up some of their leave.

Top five requests for SMSFs & superannuation

10 March 2022
In the lead-up to the 2022-23 Federal Budget, RSM’s National Director of Superannuation and SMSF services, Katie Timms, shares her wishlist for SMSFs and superannuation.

Fundamentals of an SMSF during separation

12 May 2021
Dealing with self-managed superannuation fund (SMSF) matters during a separation can be complex, so having a good grasp of the fundamental issues and documents can help reach the best outcome.

The importance of an SMSF health check

12 November 2020
There are few industries that have been through the level of legislative change over the past 15 years than the SMSF industry.

Five questions to ask before an SMSF property development

30 October 2020
With rapidly declining rental vacancies and lower numbers of properties for sale in Western Australia, property is once again becoming a topic of interest, and the ever-popular question is coming up once again: