SMSF.

Speak with our Wealth specialists about gaining more control over your superannuation investments and aligning this with your retirement goals.

Our Wealth team can work with our Self Managed Superannuation Fund (SMSF) specialists to advise you on how best to manage your retirement savings, to give you the confidence in your investment and lifestyle decisions.

Self Managed Superannuation is the most popular super vehicle in Australia with over 32% (as at 1 January 2017) of the Australian superannuation system held within SMSF’s.

The popularity of SMSF’s is a result of the flexibility and control that an SMSF allows including investing directly into real estate. Our SMSF experts at Anova can advise how an SMSF may be suitable (or not suitable) for you.

 

We can take of:

    • SMSF establishment
    • Bare trust establishment when borrowing within your SMSF
    • All compliance obligations including annual financial statements, maintaining member records and annual fund audit
    • SMSF structuring including establishment of transition to retirement pensions and account based retirement pension
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