SMSF

Secure Your Retirement and Enjoy Your Golden Years

Millions of Australians are taking the leap and have decided to take charge of their superannuation by running a self managed superannuation fund (SMSF).

This is unsurprising as using an SMSF structure has a lot of benefits such as greater visibility, flexibility, and control over your investments. However, it’s not as easy as you might think. It can be technical and compliance matters can get complicated.

However, we are here to keep you on track towards your desired lifestyle after retirement.

How We Can Help

Blackburn Prior can provide you with the administration and compliance support for your SMSF. We can make the most out of what you have today, so you can sit back, relax, and enjoy the fruits of your hard work.

Below are the specific ways we can help you:

• Establish a new fund
• Develop a comprehensive strategy that supports your retirement goals
• Proactive advice on transferring assets and rollover existing Super to your SMSF
• Maintain SMSF documentation
• Prepare and lodge accounting and taxation reports to maintain compliance (BAS, PAYG, annual financial and member statements, income tax returns)
• Tax and compliance advice
• Liaise with the auditor to arrange audit of your annual financial statements

From establishing your fund to ongoing maintenance and timely advice, we’ve got you covered! Get the right team on your side, partner with Blackburn Prior today!

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