Do you need to be Superman to manage your super fund?

Self Managed Superannuation Funds (SMSF) have become an extremely popular way of investing for your future. They offer the benefits of putting you in control of your investment strategies and assets and helping you to avoid charges and commissions often associated with a third party.

SMSFs however, can be restrictive in terms of investment options and can be subject to strict reporting and compliance obligations. That’s where Perks comes in.

At Perks, we’ll help you grow and simplify your SMSF and make sure all your obligations are met, so you can spend your time choosing the best investment strategies and making the most of your future. We’ll do this with all your financial goals in mind using our own staff in our own office so that you can contact us anytime.

One Stop Superannuation Shop

Superannuation can be complicated. And even though you may have chosen to go down the SMSF road, that doesn’t mean you have to figure it all out yourself. At Perks, superannuation is one of our specialties and even with a SMSF, we can offer you the most experienced and qualified staff to assist you in setting up, administering and managing your SMSF as well as to answer any questions you have along the way.

The Perks Superannuation Team is able to assist you with the entire process from setting up, administrating and managing your SMSF:

Set Up

• Application and registration of all Australian Tax Office requirements (Tax File Numbers, Australian Business Numbers, Goods and Service Tax, Pay As You Go)
• Organising a complying Trust Deed
• ETP Rollover Statements
• Advice on the benefits and costs of a Self Managed Superannuation Fund

Administration

• Preparation of financial accounts
• Preparation and lodgment of Tax Returns
• Preparation of all minutes required to ensure the fund is complying
• Conduct an audit
• Request for Actuarial Certificates (if required)  

Management

• Assist with Tax Planning e.g. ensure appropriate levels of contributions
• Organisation of an investment strategy for your superannuation fund
• Preparation of annual pension calculations and minutes to ensure pension amounts are paid each financial year within the complying limits
• In house financial planners to review your current investments to ensure you achieve your financial goals
• Coordinate Risk Insurance correctly to maximise deductions of premiums and minimise tax liabilities on payments
• Review and manage Estate Planning to ensure assets are passed to nominated beneficiaries tax effectively
• Review and advise on Asset Protection to ensure your assets are best protected from potential liabilities or creditors

Areas of Specific Expertise

• High level strategic superannuation advice and strategies
• Tax effective retirement streams
• Implementation of specific superannuation strategies such as instalment warrants

At Perks we have all the qualified people in house to provide you with all your superannuation fund needs and requirements.

For more information call Vince Tripodi or Lauren Pill on (08) 8273 9300 or email the Superannuation Team.

Download the latest Perks Self Managed Super Funds Brochure