Smith & Gilbert - Chartered Accountants - Bacchus Marsh and Melbourne

Our services include: Taxation planning, Business development advice, Taxation Office compliance i.e. preparation of Income Tax Returns & Fringe Benefits Tax Returns, plus assistance with GST compliance and record keeping.

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Self Managed Superannuation Funds

Would you like to control your own Investment Strategies where you undertake your own investments with direct control over decision making and timing?

Are you looking to reduce management costs of existing superannuation investments you currently hold?

Do you have or would you like to hold a comprehensive share portfolio?

Does owning a property appeal to you as an investment strategy?

A Self Managed Superannuation Fund (SMSF) is able to purchase property subject to certain investment restrictions?

Do you have substantial personal investment experience?

A SMSF offers flexibility and benefits which are easier to gain in a SMSF structure rather than an Industry or Retail Super Fund. Such things include:

• Estate Planning or family membership structures - (Utilising Various super savings in a combined strategy to purchase a single asset eg – business premises) thus protecting a family business operation.

• Once in pension mode – no need to deal with third parties – flexible drawdown facilities

• A SMSF offers (subject to legal restrictions) an unlimited investment menu

• You intend in future years to invest substantial sums under the Super Guidelines and wish to avoid current or future entry fees, upfront commissions and ongoing costs attributable to Industry or Retail Funds where no influence/control can be exercised.

• You can utilise the tax deductibility available personally to offset transfer of allowable investment into a SMSF which may trigger a personal CGT commitment

Bacchus Money has three authorised Representatives that would be happy to discuss your options surrounding Self Managed Superannuation Funds.