Self Managed Superannuation

Superannuation services

Self Managed Superannuation

Due to the ageing population in Australia the Government has focused its retirement policies towards self-funding retirement.

Significant incentives are provided in order to encourage people to save towards their retirement, with the incentives predominantly delivered through taxation concessions.

Self-managed superannuation funds (SMSFs) are an appealing option for business owners and individuals who want to control their superannuation assets.

Have a question about workplace health and safety laws? We can assist

KEY CONTACTS

Katie Timms
National Head of Superannuation

E: [email protected]
T:+61 8 9261 9100

How can we help you?

Superannuation and self-managed superannuation fund management

Self-managed superannuation literally means just that – you in the drivers seat, controlling the course of your retirement benefits. There are many benefits to setting up your own SMSF, including:

Superannuation Planning

  • Tax risk management processes and strategies
  • Providing strategies to optimise wealth transfers into SMSF’s from companies, trusts and individuals
  • Using superannuation to minimise tax
  • Transferring overseas retirement benefits into Australia
  • Advising whether potential asset purchases and other transactions are allowable in superannuation
  • Setting up arrangements to allow SMSF’s to borrow to invest or advising if investments to occur in a SMSF versus other entities
  • Minimising tax and managing cash flows for family groups through benefit payments structuring
  • Working alongside other professional advisors and preparing SMSF accounts, tax returns, pension documentation and other superannuation related paperwork for their clients.

Superannuation Compliance

  • Preparation and lodgement of end of year
  • accounts and income tax returns
  • Preparation of annual audit
  • Business Activity Statements
  • Specialist technical advice
  • Advice on fund compliance
RSM Information and Data Pricavy services
RSM offers Workplace assurance advice

Is crypto the next payment option for businesses?

17 May 2022
As we inch ever-closer to a cashless society – tapping our cards, phones and even watches to pay for goods and services – the question on everybody’s lips is: how long until we see a digital currency in Australia?

Mandatory Director ID Numbers

19 October 2021
What is a Director ID? A Director identification number (Director ID) is a unique identifier you need to apply for once and will keep forever. It will help prevent the use of false or fraudulent director identities.

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:

Webinar: The tips and traps of property investment | 28 October 2020

28 October 2020
A journey through funding, structuring, self-managed superannuation funds & more

SMSFs and property acquisitions

17 August 2020
Recently released ATO data has revealed a surge in new SMSF registrations, with new establishments increasing by 35% in the March 2020 quarter.

Still Time to Act - Superannuation Guarantee Amnesty

2 July 2020
Time is running out to make any voluntary employer superannuation contributions to the ATO, under the Government’s Superannuation Guarantee Amnesty. The deadline for the submission is 7 September 2020, with no further extension possible, under the legislation.

Superannuation Amendments for JobKeeper Payments

4 June 2020
Welcome news has finally arrived for employers with confirmation that the proposed amendments to the superannuation guarantee rule in relation to JobKeeper top-up payments have been registered. This should now provide employers certainty on their superannuation guarantee obligations for the June quarter.

thinkBIG | Superannuation strategies through the ages

3 June 2020
Over the course of your working life, you will build up your superannuation fund through regular contributions from your employer. As you progress through life, you will have the opportunity to engage with your superannuation and look at investment options. 

Early release of Superannuation - short term gain for long term pain?

30 April 2020
The Stanford Marshmallow experiment - a widely published psychological experiment, place a child in a room with a single marshmallow, promising them that they will get another marshmallow if they do not eat the first one for an unknown amount of time (usually between 10 and 15 minutes).

Accessing Superannuation: The practicalities

9 April 2020
One of the early announcements from the Government in response to COVID-19 was to allow certain individuals limited access to their superannuation. This was a welcome announcement for many in the early days, but the details of how this could be accessed and when it would be available remained unclear.

Self-managed superannuation funds (SMSFs) and related party rent relief

31 March 2020
Economic relief continues to roll out for those impacted by COVID-19, with the ATO confirming over the weekend that they will not take compliance action for SMSFs that offer rent reductions to related party lessees.

Family Law Property Settlements – potential impact of COVID-19

30 March 2020
Valuations for Family Law property settlements. Valuations are prepared as at a specific date based on circumstances and financial information known at that point, so it’s possible that valuations prepared a month ago or more may no longer be relevant - particularly for sectors which have been impacted more severely than others b

Self-Managed Superannuation Funds and loan relief

26 March 2020
With the financial impacts of the COVID-19 pandemic increasing, many are looking for loan relief in an attempt to manage cashflow.

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