Self Managed Super Funds

At Moneywise Global Tax Services, we specialise in the preparation of Self Managed Super Funds (SMSF's). An SMSF could prove to be an effective way of saving towards your retirement by providing greater control, independence and wider investment choices in comparison to traditional superannuation funds. SMSF's are regulated by the Australian Taxation Office (ATO) and generally all members of the fund (maximum 4 members) are the trustees of the fund, with few exceptions. SMSF's are taxed at a concessional rate of 15%.

To get you started there are a few things to consider, for example, deciding on the fund members/ trustees, establishing a trust and the trust deed, setting up of bank accounts, creating investment strategies, rolling your existing superfund(s) and a lot more. At MWGTS we'll guide you through the process helping you in the set up of the fund and it's administration.