Self-Managed Super Funds (SMSF)
Approach The Latter Years Feeling Financially Confident
Partner With A Team That Cares About Your Future As Much As You Do
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Thinking of opening up a super fund for retirement benefits? CG Bespoke Advisory is an experienced team you can depend on to prioritise your best interests as you prepare for your retirement. It’s never too early to start an SMSF, but you need a highly skilled team to guide you in making the best possible investment choice for your future goals.
Drawing on our expertise, we can help you set up and manage your self-managed super funds, making sure you receive the maximum benefit possible. With us, you will always be supported by a team that not only understands accounting, but cares about your needs. We’ve refined our process to make it easily accessible and understandable for you, wherever you are in your financial journey.
Life has its ups and downs, but as your accountant for self-managed super funds, we can make sure that it’s always positive when it comes to your financial future.
Our Self-Managed Super Fund Services
Deciding to start a self-managed super fund is a big milestone. It requires careful consideration, professional management and expert advice to get the most out of your investment and achieve the future you want. Our SMSF services are far-reaching to give you the insight and support you need every step of the way.
Compliance with all relevant laws and regulations
Financial reporting and
auditing
Taxation and record-keeping, including strategies to minimise tax
Pension management and distribution strategies
Clear financial planning education so you can make informed decisions
How It Works
Initial Consultation
In our initial consultation, we’ll help you determine if an SMSF is the right investment option for you.
Personalised Advice
Once you're happy with pursuing this route, we’ll assess your individual situation for best decision-making.
Fund Setup
An expert accountant for self managed super funds will set up your fund, taking care of all administration.
Manage With Ease
We’ll assist with managing the investment, from making lump-sum withdrawals to providing tax advice.
Benefits of a SMSF
- Control your fund and understand where your money is invested
- Opportunities for tax planning strategy and tax minimisation
- Enjoy flexibility when it comes to your investment choice
- Consolidate superannuation assets for multigenerational benefit
- Consolidate superannuation assets for multigenerational benefit
Plan now for the future you want.
We can assist you with all your Self Managed Super Fund needs.
