RSM Australia

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.

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:

  • Family wealth strategies
  • Greater control over investments
  • Accumulate your wealth in a tax-effective environment
  • Flexible access to benefits in retirement

We can help you every step of the way in setting up and maintaining your Super with our full-range of SMSF services.

As you would expect, our specialist advisors provide compliance services for trustees, such as the preparation of financial statements, audit and taxation returns. We also offer comprehensive technical and financial solutions for clients seeking to maximise wealth from their self-managed funds, such as family wealth strategies for current and future generations or income streams in retirement.

How much money do I need to start a self-managed super fund (SMSF)?

  The decision to take control of your superannuation is not a simple one, with many factors to take into account, such as the minimum balance required.

Last chance for self-employed to maximise super contributions to GESB

If you’re a doctor, engineer or teacher who has previously worked for the West Australian State Government, you may be aware of the changes to superannuation that will significantly impact one of the best retirement strategies available to you since John Howard’s $1m boom.

Concerned about super changes and wonder if you can still retire early?

With all the changes to superannuation and Centrelink that have taken place it’s understandable that Australians are concerned about being able to access their retirement nest egg when they want to. Recently I read the following question in a financial publication that really intrigued me:

Superannuation Changes - Your questions and our answers | Part 2

Following on from Part one of Superannuation Changes -  Your questions and our answers, below we explore some other key questions regarding Capital Gains Tax Relief, Estate Planning and Contribution Issues.  

Superannuation Changes - Your questions and our answers | Part 1

Below we explore some of the most common questions our team has been asked about the upcoming changes. Part one hones in on concerns around the Transfer Balance Caps.Part Two examines other key areas.
Take our 2017 thinkBIG survey

Take our 2017 thinkBIG survey

Be part of our2017 thinkBIG report

Managed Funds vs. Direct Shares | Part 2

“I have a DIY (Do it yourself) fund, why should I use ‘managed’ funds?”

New super legislation – where do you stand?

Government releases more superannuation legislation New additional proposed changes to superannuation legislation were released at the end of September as the Government amends and improves the changes they announced in the 2016 Federal Budget, prior to the election.

Managed Funds vs. Direct Shares | Part 1

I have a DIY (Do it yourself) fund, why should I use ‘managed’ funds?

Pages

Everyone’s circumstances are different and as this website doesn’t take into account your personal circumstance, it is therefore important that you consider the above in light of your financial situation, needs and objects, and seek financial advice before implementing a strategy.
View the Financial Services Privacy Statement and Policy and Financial Services Guide