Set Up A Self Managed Super Fund in Dubbo

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Take Control of Your Future

A self managed super fund (SMSF) gives you the freedom to take charge of your financial future, allowing you to directly control how your retirement savings are invested. At Christies Accountants & Advisors in Dubbo, our knowledgable team provides the support and guidance needed to establish and manage your SMSF with ease and confidence.

Managing your own super fund can be empowering, but it also comes with responsibilities. From compliance requirements to investment strategies, having professional guidance helps your SMSF to operate effectively and remains aligned with your financial goals. We offer tailored assistance, including fund setup, administration, and regulatory compliance, so you can focus on growing your wealth.

Using innovative cloud-based tools, we make it easy to monitor your SMSF in real time. Whether you're exploring property investments, shares, or other assets, you’ll have complete visibility over your portfolio. With personalised advice and ongoing support, we help you navigate the complexities of superannuation rules, giving you peace of mind and confidence in your retirement planning.

Take the first step towards financial independence today. Contact (02) 6882 3633 to learn more about setting up and managing your self managed super fund.

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Unlock Your Super Fund's Full Potential

A self managed super fund is more than just a retirement savings vehicle—it’s a powerful tool for creating long-term financial security, building wealth, and leaving a lasting legacy for your family. By offering full control over investment decisions, an SMSF empowers you to design a financial strategy that aligns with your personal goals, lifestyle aspirations, and long-term plans.

Whether you want to grow your wealth through diverse investments or plan a comfortable and secure retirement, the flexibility of an SMSF can help you take charge of your financial future. Unlike traditional super funds, SMSFs allow you to diversify your investment portfolio beyond standard options. You can choose to invest in property, shares, term deposits, and managed funds or even explore alternative investments that suit your specific needs.

This ability to customise your investments means you can take advantage of opportunities that align with your risk tolerance and financial objectives. However, this level of freedom comes with the responsibility of adhering to strict compliance requirements. From preparing for annual audits to maintaining meticulous records and meeting reporting obligations, managing an SMSF requires a comprehensive understanding of superannuation laws and regulations.

Whether you are a seasoned investor seeking greater control or a first-timer exploring the benefits of an SMSF, our guidance helps to ensure you can unlock the full potential of your fund while avoiding costly mistakes. With the right support, you can build a robust financial foundation that secures your future and protects your legacy.

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Frequently Asked Questions

How Do I Set Up A Self-Managed Superannuation Fund?
The first step is to engage a licenced advisor to recommend that having a SMSF is right for you. After that we help you to organise a SMSF Deed and then register the fund for an ABN and request a TFN. We can also provide your SMSF with an electronic service address (ESA).
What Types Of Superannuation Contributions Are There?
The most common types of superannuation contributions include non-concessional and concessional. Non-concessional contributions are made from after-tax income where the super fund is not taxed. Concessional contributions are made with pre-tax income and incur a 15% tax in your super fund.
Is A SMSF The Right Choice For You?
Before you set up a self-managed super fund, it is vital to understand what’s entailed so you know whether it’s the best choice for you. Running an SMSF is time-consuming and there are ongoing operating and management costs. Consult with a professional first so you know exactly what’s involved, that way you can determine whether a self-managed super fund is the right move for you.