Self Managed Super Fund

Sedley Koschel Offer Expert Advice For Your Self Managed Super Fund

SMSF IS YOUR CHOICE

Manage Your Super Your Way

A Sedley Koschel Self Managed Super Fund helps you stay in control of your financial future. Superannuation SMSF specialists master in the set-up, administration, and management of Superannuation funds. Our offices are located in Brisbane, Hope Island and Mount Isa. Our qualified SMSF professionals can explain the tax benefits, bottom-line costs, and the rules associated with borrowing through your SMSF to invest in property (LRBAs). Get the best superannuation investment options from our SMSF Financial Advisers.

Self Managed Super Funds (SMSF) are a specialized retirement savings plan, used to accumulate superannuation monies for the retirement benefits of its members and is one of the best means of saving for retirement.

Book a meeting with our self managed super fund experts.

Sedley Koschel Self Managed Super Fund
HOLISTIC FINANCIAL MANAGEMENT

How We Can Help Your Super Grow Faster

The team at Sedley Koschel Superannuation has years of combined experience specifically with the setup and ongoing management of an SMSF. Director, Robert Koschel holds the highest accreditation with the SMSF Association of Australia. Our Superannuation admin team can quickly and efficiently set up Self Managed Super Funds and assist with all of your paperwork.

Talk to one of our SMSF professionals today

Talking to a Sedley Koschel Financial Planning professional will provide you with a clearer picture on what is the best solution for your SMSF. As the Australian Government encourages everyone to take responsibility for and reach individual financial retirement goals, more importance is placed on securing our own Superannuation.

Give us a call today on 1300 001 108 or schedule a 30-minute obligation-free consultation at a time that suits you. Self Managed Superannuation Funds are now among the most popular type of funds within the superannuation industry in Australia.

Sedley Koschel Self Managed Super Fund
holistic financial management

What Are the Benefits of a Self-Managed Super Fund For Your Future

Self Managed Super Fund managers help you to steer your own investment strategy, reduce tax while obtaining tax benefits, and minimize administration costs. A Self Managed Super Fund are now among the most popular type of funds within the superannuation industry in Australia – with far better performance results than retail and industry funds. With more than a million Australians now enjoying a combined asset pool of $550 billion, the increasing popularity of SMSFs is well-founded.

A Self Managed Superannuation Fund (SMSF) is a specialized retirement savings plan used to accumulate superannuation monies for the retirement benefits of its members. A Self Managed Super Fund (SMSF) is now among the most popular types of funds within the superannuation industry in Australia and have grown in popularity due to numerous advantages over a traditional industry or retail superannuation funds such as:

Increased Control: Greater control over how the fund’s assets are invested. The ability to control their superannuation interests is a major factor for individuals looking to establish their own SMSF.

Added Options: The ability to invest directly into a residential and commercial property. Trustees are able to invest in assets of their choice and recover excess franking credits from the Australian Taxation Office each financial year.

Borrowing: The possibility of borrowing funds in your SMSF for property or other investments.

Flexibility: Ability to pool your funds with family members, and flexibility when transitioning into retirement.

Taxation Benefits: SMSF’s also have the capacity to cater for various tax advantages and in a lot of cases, the real possibility of lower running costs and greater risk management.

Still not sure if SMSF is for you? Are you currently in a retail super scheme and not sure how it is comparing? Sedley Koschel Wealth can assist with both the setup and ongoing administration of your SMSF. Contact us today or call us on 1300 001 108 to discuss your SMSF.

SMSF EXPERT ADVICE

Setting up SMSF Funds

It is important to set up your SMSF properly so that it’s eligible for tax concessions and easier to manage once up and running. You’ll need to find a Self Managed Super Funds expert to help you with the initial setup. Choose a firm that is a member of the SMSF Association of Australia to take you through the ATO requirements.

Sedley Koschel Setup Self Managed Super Fund
COSTS, RULES, & LEGALS

Other Considerations

Other points to consider when setting up Self Managed Super Funds. Costs, rules, and legal documents are among the most important factors to think about when planning Self Managed Super Funds.

Sedley Koschel Setup Self Managed Super Fund

SMSF Laws & Rules

SMSFs operate in the same way as any other superannuation fund however with SMSFs, the responsibility of managing the fund rests with the trustee. With an SMSF, you can be both a member and a trustee, therefore establishing an SMSF can be a major decision and process. With this control comes greater obligation and risk. It is strongly advised that trustees should either set aside ample time to run their fund or appoint an SMSF specialist to assist them in the ongoing administration, compliance requirements, and investment implementation.

Do you need to be qualified to set up an SMSF?

It is always important to seek professional advice with any type of investment plan for retirement or wealth creation. Partner and Head of the Sedley Koschel Superannuation division; Robert Koschel is a qualified SMSF Specialist and holds accreditation with the SMSF Association of Australia. Robert is happy to field any questions you might have in regards to SMSF.

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF).

Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

Superannuation law is a delicate area and personalized planning is required for each individual. We encourage you to seek advice from an independent planner who is an approved member of the SMSF Association of Australia before establishing an SMSF. At Sedley Koschel, we can take you through all the requirements to set up an SMSF. Simply schedule a consultation with us online and we’ll call you at a time that suits your busy schedule.

Grow. Sell. Live.

S.K. Group – Holistic Financial Management

If you have been searching for the right financial planning experts who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you.

We offer a wide range of financial services from one location. These services include: tax agents & accountants, small business advice, financial advisors & financial planners, wealth advice, your personal wealth portal, self managed super funds (SMSF), wills & estate law, age care financial planning, tailored insurance services, property investment, small business virtual CFO, and ask us about Probate Law….

Are you looking for our client portal login? Click here to visit My Prosperity Portal. Or call us today on 1300 008 108 -or- schedule an obligation free consultation at a time that suits you.

Sedley Koschel Group Holistic Financial Planning Services

Acknowledgement of Country

We acknowledge and pay respects to the people of the Yugambeh language region of the Gold Coast and The Kalkadoon People of Mt Isa and all their descendants both past and present. We also acknowledge the many Aboriginal people from other regions as well as Torres Strait and South Sea Islander people who now live in the local area and have made an important contribution to the community.