Super* and Self Managed Super Funds

Don’t leave your retirement to chance!

Super* and Self Managed Super Funds

As the government encourages Australians to take responsibility for their own retirement and to build a nest egg which allows them to become self-funded retirees, superannuation has become a major part of all retirement plans. Self-Managed superannuation fund (SMSF) is a means of saving for retirement. It enables you to control your investment strategy, reduce personal tax while obtaining tax benefits within the superannuation fund and being able to control administration costs.

Superannuation law is a complex and personalised planning is required for each individual. The team at KMS Financial Solutions have significant Superannuation knowledge and experience (Craig and Peter are both SMSF Association SMSF Specialist Advisor™ (SSA) with the SMSF Association) and as authorised representatives with Count Financial we are able to advise on the best structure, strategy and solution for you.

Speak to us about:

  • Establishment of a self-managed superannuation fund
  • Completing all compliance and audit obligations
  • Advice on taxation benefits
  • Preparation of investment strategy
  • Advice on maximising the potential of your SMSF
  • Purchasing of property within SMSF

Disclaimer*

Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ('Count') a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

General advice warning: Any advice provided is general in nature and does not take into account your personal objectives, financial situation or specific needs. Before making any decision on the basis of our advice, you should consider how appropriate the advice is to your particular needs and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to any financial products.

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