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Self-Managed Superannuation Funds (SMSF) embodies one of the biggest areas of investment for retirement in Australia. Carbone Partners has a dedicated, experienced and innovative team of specialists to guide you through the complexity of self-managed superannuation.
What is an SMSF?
An SMSF is a trust structure that provides members with an income for retirement. The self-managed aspect of this type of fund is its main distinctive feature, and means that members can make the investment decisions that will decide their future income. If you wish to take responsibility for your own finances and don’t want to entrust all your investments to an external party, then an SMSF could be right for you.
Many of our clients use Self-Managed Superannuation Funds to hold direct property, shares and other investments. The main attraction, we believe is to retain control of your superannuation fund investments, and also to invest in assets that would otherwise be unavailable in a retail or industry superannuation fund (such as direct property).
In the right hands a SMSF can be an amazing opportunity to invest and save a significant amount of compliance cost, however without appropriate supervision and in the wrong hands the results can be catastrophic to the retirement plans of members.
The benefits of running you own fund can include:
Our comprehensive support services include everything you need to create a successful SMSF, with tailored advice and guidance available once your fund is established.
We can help you in every aspect of setting up your SMSF:
Administration & Compliance
Our role as accountants and advisors is to assist you to navigate through the compliance requirements of self-managed superannuation funds to ensure that the fund is run in compliance with the following regulatory authorities:
Our superannuation fund specialists have many years of experience and are able to offer guidance on how to utilise your superannuation in order to maximise wealth and financially retire. We provide comprehensive services including:
Juve Holdings Pty Ltd T/As Carbone Partners Accountants (ABN 15 086 455 814) is a Corporate Authorised Representative No. 1244042 of SMSF Advisors Network Pty Ltd
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