Your superannuation fund is one of the most important investments in your life. Invested wisely, it allows you to have financial freedom when it is time to retire.
When owning your own Self-Managed Superannuation fund, you are in control of the investment strategy for your superannuation portfolio. Unless you are an expert yourself, it is advisable to have a professional assist you with setting up an investment strategy alongside the taxation and auditing rulings that are established and enforced by the ATO.
Our SMSF clients are able to relax knowing that the day to day operations and compliance of their fund is being looked after. Black & White’s highly trained and experienced staff and advisers can provide the assistance and skills required to get the most from your SMSF.
We can assist you by offering in our all-inclusive packages:
Annual Compliance
We will take care of all aspects of your annual ATO compliance obligations including accounting, taxation and audits. If you are thinking about setting up a new SMSF, contact us and we can assist you with getting started.
Ongoing Technical Assistance
Our services extend further than just your annual tax return and audit. We offer an ongoing service to our clients to contact us at any time throughout the year with any technical questions or advice you require about your SMSF – free of charge!
SMSF Specialist Service
We are specialists in Self-Managed Superannuation, so you know that you are in the right hands when it comes to compliance, taxation and technicalities of managing and running your fund.
Online Access
You will receive a secure login to our online portal which you can access any time to view your accounting and financial planning reports
Upfront Fees with no Lock-in Contracts
All of our fees are disclosed upfront, so you won’t be left with any surprises.
I would like to know more!
If you are interested in seeing if a Self-Managed fund is right for you or you would like to maximise the potential of your existing SMSF, give us a call today on (02) 4225 7779 to arrange a consultation with us or click here to send us your enquiry.
