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 |
KMS Financial Solutions is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for general information only.
Please note that any taxation and accounting services provided by KMS Financial Solutions are not within the authority of Count Financial Limited’s (“Count”) Australian financial services licence number 227232.
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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