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 Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.
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.