Self Managed Superannuation
Are you managing your self managed superannuation fund correctly?
Could you be risking heavy penalties for fund mismanagement?
As the trustee of your self managed superannuation fund, you are fully responsible for its administration, investments and legal compliance. If you don't understand all of your responsibilities as trustee, Moss Financial has the right advice for you.
Understanding Your Self Managed Superannuation
Self managed superannuation requires you to oversee:
- Fund auditing
- Accounting reports
- Tax and legislation compliance
- A documented investment strategy
Serious penalties exist for trustees of self managed superannuation who fail to perform their duties.
How will you be sure that your self managed superannuation fulfils its obligations? Where can you find prudent trustee provisions and professional support?
Getting your self managed superannuation right
Moss Financial expert advisors will help you to understand all your responsibilities as a fund trustee, and help you make the most of your self managed superannuation.
We provide valuable advice and assistance with:
- Setting up your self managed superannuation fund
- Selecting appropriate investments and developing your investment strategy
- Trusteeships and administration
- Completing tax and super fund returns in the proper time frames
- Prudent trustee provisions and safety nets for non-compliance
- Understanding and complying with tax requirements and other legislation.
Our professional advisors will help you understand, manage and get the most out of your self managed superannuation fund.
The Big Picture
The beauty of self managed superannuation is that your fund will work for you. With Moss Financial's expert advice, investment strategy and retirement planning, your superannuation is a weight off your mind.
Look after your superannuation now, and enjoy knowing that it will look after you in the future.