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Nowadays, Self-managed Super Funds are getting more and more popular due to its low tax rate and being an ideal investment vehicle for retirement. We are qualified SMSF specialists and we have in-depth experience in this area.

Pros and Cons of Investing In Self-Managed Super Funds

Pros

  • 15% flat tax rate on the investment income
  • Discounted tax rate for capital gains on investment
  • No tax payable on income and gains when retired
  • Complete control with your investment
  • Wider range of products compared to APRA-regulated funds
  • Lower cost for bigger funds

Cons

  • Compliance and legal risks due to the lack of knowledge;
  • Time consuming on keeping the fund running;
  • Can be costly on setting up and maintaining the fund
  • Limitation on accessing government compensation programs when money lost in the fund
  • Reduced access to dispute resolution scheme
自管养老金需要注意税局新的行政处罚指导意见(1)

What can Self-Managed Super Funds invest in?

Like APRA-regulated funds, Self-Managed Super Funds can invest in:

Shares

Term Deposits

Managed Funds

In addition, Self-Managed Super Funds exclusively can invest in:

Direct property

Collectibles such as artwork, jewellery, antiques, wine, etc

Cryptocurrencies such as Bitcoin, Ethereum, Litecoin, Ripple, etc

What can we do for your Self-Managed Super Fund?

Structure Setup

An appropriate structure provides better legal protection and flexibility for change of members. We are good at setting up a suitable structure for SMSF clients.

Tax Return

We are experienced in assisting with tax returns for SMSF clients and ensuring that they get the best possible outcome.

Admin

We can administer our clients’ SMSF financial reports, Trustee resolution and minutes and member statements.

Advice

We and our associates can offer comprehensive advice on your Self-Managed Super Fund.

Audit

We have partnered auditors who can perform audits for you, so you don’t have to worry about dealing with an unknown auditor.

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Make an enquiry

Please let us to assist you. Submit your info via the form and one of our expert advisor will get in touch with you shortly.

Latest News

养老金上限的一些变化
The 1 July 2021 superannuation changes

养老金上限的一些变化

  • April 12, 2021
  • by Robert Liu CPA RTA MPA
  • No Comments

从2021年7月1日起,养老金可转入金额,以及退休阶段的养老金账户中可以拥有的金额都将有所变化。一般来说,你的养老金可以是一个积累账户(用来积累你的养老金),是一个退休账户(当你达到一定的预留年龄和释放条件时,可以提取你的养老金),或是过渡到退休(当你到达预留年龄,工作时间减少,可以提取部分养老金作为退休金)。

自管养老金(SMSF)需要注意税局新的行政处罚指导意见(2)
自管养老金需要注意税局新的行政处罚指导意见(2)

自管养老金(SMSF)需要注意税局新的行政处罚指导意见(2)

  • March 11, 2021
  • by Robert Liu CPA RTA MPA
  • No Comments

上一期我们谈到了去年十月份税局(ATO)为指导其员工如何根据1993年养老金行业监管法(SIS法)第166(1)款对自管养老金(SMSF)受托人实施行政处罚而发布了一份法律管理实务声明PSLA 2020/3,其中我们初步谈到了“受托人常犯的违规行为“和“行政处罚的新方法”。这一期我们来看看在实际的操作过程中,税局是如何发现这些违规行为和有没有机会来获得税局罚款的减免。