Self Managed Super Fund

Superannuation could be your biggest financial asset, after your own home. But for many people, it remains a mystery.

Our Solutions

You’ve worked hard for that money, and you might want to have control over it. If you have more than $100,000 in superannuation or a plan that will help you purchase a business use asset a Self-Managed Super Fund (SMSF) can be a good option. But it comes with financial obligations, so you need the support of a trusted advisor.

There are now more than 1,000,000 SMSFs in Australia, representing over a third of all superannuation wealth – and that’s not surprising given many large retail super funds have actually lost money in recent years. But how do you get started?

Leave that to the BPI superannuation experts. We’ll take care of the set-up, rollover of current funds, quarterly reports, audit, tax and compliance needs. All for a fixed quarterly fee, paid directly from your fund.

Our Services Include:

Set Up / Rollover

Working together we can help you design your own SMSF and provide administration, accounting, and taxations services for your fund.

Superannuation Compliance

Whether it is advice on compliance issues, wealth creation, member benefits or pension strategies, we can assist.

Periodic Financial Reports

Make smarter decisions with accurate, up to date information about your financial position.

Taxation

SMSF tax legislation can be complicated. With good advice and professional help throughout your working life, you can proactively manage and minimise your tax position for your retirement.

GST Compliance

We can set you up, ensure your records are maintained accurately, and get you back doing the things you enjoy.

Structuring

We can help guide you through the sometimes more complex structuring processes eg Limited Recourse Borrowing arrangements, and let you know when you need (or don't need) more specialised licensed financial advice.

Take the guesswork out of your super

If you’ve ever stared at your annual super statement wondering where the money actually is, it may be time to make a change.

With a SMSF, you can invest your superannuation the way you want to (including property). You have more flexibility, you can contact the administrator directly (that’s us) to check any details, and there are a few enticing tax benefits as well

It doesn’t need to be complex or risky. So if you think running your own fund might be the right thing for you and your family, contact us to make an appointment or discuss any questions you have.

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