Self Managed Superfunds

Envision a prosperous retirement as we aid you in arranging and supervising your self-managed super fund.

Self-managed super funds give you the freedom to choose investment options. This freedom of choice has led to them gaining popularity. However, coupled with the freedom to choose investment options is the need for compliance. Our guidance ensures compliance with tax and super laws – while you take charge of your fund.

Whilst utilising a Self Managed Superfund it’s vital to stay on track with administration, management, and the necessary regulations – which can be extensive. Fortunately, our welcoming team of accountants and business advisors can provide you with the support needed to manage your self-managed super fund.

Setups

At RLA, we understand the importance of setting up your SMSFs correctly to unlock their full potential for significant tax benefits, wealth-building, and asset protection. SMSFs stand as one of Australia’s most potent tax and investment structures. Ensuring precise setup empowers you to harness their power fully.

Running a SMSF

Managing everything on your own may not always be the optimal approach. As trustees, you bear the responsibility of handling the administrative obligations of your SMSF and safeguarding your retirement savings. By teaming up with a reliable accountant, you can steer clear of expensive errors that might lead to non-compliance issues and result in significant fines and penalties from the Australian Taxation Office.

SMSF Windups

When SMSF Trustees opt to wind up their SMSF, they encounter several statutory obligations that require careful handling, as well as specific reporting and administrative duties. Let us be your support in managing these tasks effortlessly at RLA.

Frequently Asked Questions:

What is a SMSF?

A Self-Managed Superannuation Fund (SMSF) is a special fund created to receive your superannuation payments from your employer or business. With an SMSF, you have control over how you invest these funds, such as in shares, term deposits, or property. However, it’s essential to follow strict rules outlined in the SIS Act to manage your SMSF properly. If you need advice on SMSFs, consider seeking help from an AFS license holder.

Do you set up SMSF’s?

At RLA, our accomplished SMSF accountants can establish a Self-Managed Super Fund (SMSF) tailored to your needs. We’ll guide you through every step of compliance, ensuring you remain up-to-date with the ever-evolving tax and regulatory landscape.

How much does a SMSF cost?

Establishing a Self-Managed Superannuation Fund (SMSF) involves initial costs ranging from $500 to approximately $8,000. In addition to the setup costs, the annual running expenses, including accounting, audit fees, ATO SMSF Supervisory Levy, and advice fees, can range from $2,500 to $20,000.

OUR FRIENDS
RLA is dedicated to empowering businesses toward achieving financial prosperity and growth.

OUR FRIENDS

RLA is dedicated to empowering businesses toward achieving financial prosperity and growth.

"EHS Landscaping has been a client of RLA for the past 15 years. During this time we have always found them to be extremely professional and helpful in all of their dealings with our company."

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"We have always found Roz and her staff to be professional, friendly and knowledgeable. Our requirements have always been met in a fast and professional manner."

"I have been working with Roz for nearly 30 years since she was doing her training with her original employer and have found her to be of high integrity and very helpful on all my matters of taxation."