Self Managed Super Funds

Rest easy in our experience, while still controlling your Superannuation assets.

 

Self Managed Superannuation Funds are now one of the largest financial asset classes in the country. Australians want to take control of their super and gain the benefits of choosing the direction of their own retirement savings.


McConaghy & Co have proven experience in working with SMSFs, including:

  • establishment of Self Managed Superannuation Funds

  • preparation of annual financial accounts

  • ATO reporting including tax returns

  • contributions and pensions strategies

  • limited recourse borrowing in superannuation

  • putting together a retirement plan

  • setting up an estate plan with the support of your solicitor

This experience means that you can rest easy, while still controlling your Superannuation assets.

Planning Your Estate

Having a plan in place for your retirement is a fundamental need for all of our clients. Whether you are doing it yourself or working with a financial planner, we can assist you in understanding what retirement will look like.

It is important to have your personal estate in order. This isn’t something as simple as having a will in place but much more. Many Australians have not put together a plan for their estate. We strongly believe it’s important to get the ball rolling on this sooner rather than later.

Don’t leave it until it’s too late, talk to us now.