SMSF

Self Managed Super FundS

Design your own investment strategy

If you seek greater autonomy and flexibility in shaping your financial future, why not explore the option of a self-managed superannuation fund (SMSF)?

True Wealth simplifies the management of your SMSF. From setting up to maintaining accounting and compliance, we offer a comprehensive solution, empowering investors to maximize control over their retirement savings with minimal effort. Our committed team will support you at every stage, handling all required paperwork and keeping you informed about your fund's performance.

SMSF set up includes:

  • SMSF Trust Deed Establishment (up to 4 members)
  • Corporate Trustee Establishment
  • ATO Registration
  • Preparation of Bare Trust for Property purchases
  • Roll over of funds from current fund
  • Roll over of insurance

Our strategies

Share Trading

property

fixed interest

term deposits

managed investments

Use your SMSF to invest in property

Historically, property has demonstrated robust growth as a long-term investment avenue.

Australians now have the opportunity to utilize their superannuation for property investment, paving the way for enhanced retirement wealth.

Although this strategy is adopted by numerous Australians, it's crucial to seek appropriate guidance and ensure compliance with prevailing regulations. Consult with the True Wealth team to explore avenues for accessing your super for property investment.

ONGOING SMSF SERVICES

  • Annual tax return lodgement
  • Annual financial statements preparation (Profit & Loss, and Balance Sheet)
  • Facilitating the annual audit
  • Online access to your fund
  • Daily bank account reconciliation
  • Daily investment valuations
  • Monthly accounting
  • Super compliance monitoring
  • Change in legislation monitoring
  • Calculating and reporting member benefits