SMSF Solutions

Some look forward to a day when Monday won’t matter to them because they are retired. On the other hand, some still look forward to Mondays because they have got to be at work. Regardless of whichever category you belong to, it is certain no one will be employed forever. And since retirement is unavoidable, it is only right to prepare for it in the best way.

A self-managed super fund is a cool way to do this. And it is as the name implies, a private fund that you can create and manage all aspects of it yourself. But it is not as easy as it sounds. The financial and legal proficiency needed to create and effectively manage it makes it a complicated exercise. And this is thanks to the various regulatory requirements surrounding its existence and management.

Luckily for you, we offer simple solutions to these problems. We have simplified the whole process by explaining the necessary information in layman terms that will be clear as daylight once you see it. Using our services, you can easily create your self-managed super fund and be well-informed enough to handle it by yourself.

Our team of professionals possesses a general understanding of investments in Australia with the relevant rules and regulations guiding the entire process. However, our broad knowledge isn’t what sets us apart. We have our considerable amount of experience in the SMSF sphere to thank for that.

And it’s this wealth of knowledge that translates into the customised services we provide. We allow you to manage your funds, make sound investment decisions, and abide by all necessary regulations regarding your fund. This way, you can easily save for the dream lifestyle you’ve planned post-retirement. And still satisfy all necessary regulation.

Our SMSF offering cut across the following spheres.

Compliance with Appropriate Rules & Regulations

Abiding by the many strict rules and regulations on the creation and management of SMSF can be very tricky. Our team helps you to navigate this maze to full compliance. As such, you can make decisions rest assured that you’re doing the right and the best thing for your financial situation.

However, if you’re too busy to manage the fund yourself, we still got you covered. We have experts on the ground who will handle the day to day management of your SMSF. We ensure you meet deadlines on tax reporting, payments, and all other obligations without having to lift a finger. You’ll need to contact us, though.

We also analyse your financial position to see if you meet the stipulated criteria. We then recommend the most suitable structure for you based on such analysis. And this service offering covers:

  • Creation of the trust and fund
  • Management of your fund
  • Tax compliance offerings
  • Keeping records of investments methods
  • Preparing and reporting accounts
  • Preparing financial statements
  • Documenting key minutes

Audit

Auditing of accounts is one of the critical requirements of managing SMSF. Given the technical nature, you can’t engage in auditing yourself. Luckily, we have auditors who can help you in handling this aspect of your SMSF. And this is also the case when you manage your account yourself. This way, you can maintain full control of your funds and still fulfil this fundamental obligation.

We pride ourselves in professionalism, and this extends to everyone on our team, including our auditors. We have licensed professionals with years of practice experience within Melbourne, Victoria, Australia. And this means they are conversant with rules and regulations on audit throughout the country. Their service also comes at a very affordable price.

Strategy

Administering an SMSF entails making crucial investment decisions and implementing an investment strategy. To make the right decisions and achieve a correct policy requires financial insight, and you shouldn’t feel bad for not having a full grasp of it.

Luckily, this is where we come in. We provide quick and effective financial strategies for your SMSF. As part of your financial plan, we can design investment strategies that will guide you in making the correct decision at every turn and protect your fund towards retirement.

Our team of professionals is very familiar with the intricacies of the financial industry, and we pass this vast knowledge on to you in the form of our sound strategies and advice. Since we have a better understanding of your financial goals, we design every plan and information towards the fulfilment of that goal.

So, if you’re ready to start your journey to retirement safety, we are available at Bearded Dragon Finance. We offer top-notch and useful solutions to every of your need.

In case you require more information on our SMSF solutions, you can contact us through any of the means below.

We’ll be waiting for you.