Pakenham Self-Managed Super Fund Accountants

If you want to be in the driver’s seat for your financial future a Self-Managed Super Fund (SMSF) gives you the freedom to do so. The ability to invest in assets you know and understand combined with the tax and cost benefits that come with SMSF could build you significantly more tax-free wealth.

You end up with more money and a better lifestyle when you retire.

Robertson Wouters understands that you’re busy and that SMSF rules are complicated. Located in Pakenham, we can help you with your Self Managed Super Fund needs.

We provide SMSF compliance services and a referral network built with financial advisers to help you achieve your Super Fund goals without headaches and confusion.

Our SMSF Services

Our SMSF services include the following:

  • SMSF accounting
  • SMSF financial statements
  • SMSF taxation advice
  • SMSF tax planning
  • Referral to a financial advisers on a needs basis for any strategy requirements

If you just need an experienced guide every now and then with your SMSF, or maybe you just want to make the investment decisions and have all the paperwork managed for you. Our SMSF accountants are flexible and give you the support you need when you need it. If your circumstances change we can step in and help or point you in the right direction for financial advice.

We do this by ensuring that we are approachable and easy to contact so that we can provide timely and reliable advice. Our clients come first.

Give us a call today on 03 5941 3000 for help regarding your Self-Managed Super Fund.

Benefits of a SMSF

Flexibility – SMSF allows the flexibility for multiple members to run a mixture of accumulation and pension accounts. Trustees can adjust their investment mix as it suits them, allowing for a fast response to changes in personal circumstances, super rules, or market conditions.

Control – Ultimately, you’re in control of your superannuation fund to make decisions that are not available to those with commercial super funds

Transparency – SMSFs offer significant transparencies that allow trustees to align their personal goals with their investment decisions. SMSFs allow you to really see where your money is invested, with complete visibility over performance and tax treatment.

Investment – Your investment control is one of the key attributes of Self-Managed Super Funds. Trustees have a broader investment choice compared to other Super Fund options such as term deposits, direct shares, residential and commercial properties, collectables etc..

You’ll also have access to complex strategies such as derivatives in order to implement downside protection or hedging your portfolio risk.

Cost Savings – You can get great lifetime savings running a SMSF compared to commercial super funds.

Tax Minimisation – With SMSF your in a position to get tax cuts and benefits within the fund and into retirement.

To find out more information give us a call on 03 5941 3000.