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Self Managed Superannuation

Self Managed Superannuation

Generally a Self Managed Superannuation Fund (SMSF) would be considered if you want to own direct property with the tax concessions available though superannuation.  There may also be occasions when, with a large investment, it is more cost effective than a public fund.

Together with the BAN TACS Accounting side we can provide a seamless service from planning advice, set up, through to tax returns and audits.  When your SMSF auditor works with your advisor you are in very safe hands.

Before you consider a SMSF make sure you read Julia’s blog on the basics https://bantacsfinancialsolutions.com.au/Jblog/smsf-intro/