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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

澳洲联邦政府2021-22财政预算税务一览
澳洲联邦政府2021-22财政预算税务一览

澳洲联邦政府2021-22财政预算税务一览

  • May 31, 2021
  • by Robert Liu CPA RTA MPA
  • No Comments

本月中澳洲政府颁布2021-2022财政预算,税务扼要一览,我们整理如下:资产一次性抵税 去年预算提出的“资产一次性抵税”政策,本来在2022财年末结束,现在延长至2023年6月30日。公司税务亏损回溯 同样去年预算提出的该政策,也延长一年至2023年6月30日,用以回溯抵免2018-19财年及以后的企业所得税

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)。