More information about managing your SMSF
What are the steps | |
Before getting started | |
How your SMSF can do more for you |
Start focusing on your investment performance, while we take care of the paperwork.
We're here to make the process of setting up or switching your SMSF as smooth as possible.
To get started, simply enter your contact details below.
Please note that your information will be saved by our SMSF admin partner, SuperGuardian.
What are the steps | |
Before getting started | |
How your SMSF can do more for you |
Not what you're looking for? Contact us on 1300 032 020 or at support@belldirectsmsf.com.au.
From control over your financial future to access to a large range of investment opportunities, there are many key benefits that make the SMSF structure a very powerful and convenient tool.
As a trustee, you will need to consider your responsibility before and after you set up your SMSF, your annual responsibility, making super payments and what you will need to do after your fund is finished.
An SMSF has a number of annual obligations that the trustees need to ensure that they adhere to or else face fines and penalties.
With many trustees citing control as one of the primary reasons for establishing the SMSF, there are many SMSF trustees that have failed to address the ‘what if’ scenario.
Super Contributions are quite often the main source of income for an SMSF and also a high risk area for many trustees.
Find out who, how, when and what can be contributed to an SMSF
When you choose to wind up your fund, you should consider changes in your circumstances, the cost, compliance and insurance policies.
Borrowing in an SMSF is not permitted other than under a limited recourse borrowing arrangement (LRBA).
Find out about the LBRA structure
You can also check our fact sheet on borrowing in an SMSF.
Having the right insurance in place can protect you, your family and your investments if something was to happen to you.
Find out what to consider should you decide to get insurance in your SMSF
One of your responsibilities as a trustee of an SMSF is ensuring proper record keeping of all tax and compliance documentation.
One of the annual obligations you need to fulfil as a trustee is to hire an SMSF auditor.
Find out what to keep in mind when selecting an auditor for your SMSF
When it comes to managing your assets in your SMSF, you need to be aware of the following rules:
There are many advantages to holding a property in an SMSF but the downside is the heavily regulated superannuation environment.
Find out what residential, NRAS and business real properties you can purchase
You can also check our fact sheet on buying property in an SMSF.
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