Self Managed Super Fund
If you want to be in the driver’s seat and have more control over your superannuation, then a Self-Managed Super Fund (SMSF) might be an option for you.

An SMSF is your own superannuation fund that is managed by with you with the assistance of The Tax Factor. Self-Managed Super Funds are becoming a reality for more and more Australians with an increase of 31% over the last five years. An SMSF can offer you different investment options and flexibility for your retirement savings.

The Tax Factor’s Self-Managed Super Fund services include:

  • SMSF Establishment
  • Compliance Advise and Strategy
  • Structure Set Up to Facilitate Finance for Property Investments
  • Pension Consolidation and Commencement
  • Lump Sum Withdrawals
  • Financial Statements and Tax Returns
  • Tax Efficient Contribution Strategies
  • Independent Audit Coordination
  • SMSF Wind Up
  • Preparing and Stamping Trust Deeds

Before you decide on your financial future, we recommend speaking to a trained professional from The Tax Factor about an SMSF and how they can be applied to your individual situation.

With an SMSF, you are 100% in charge and in control of your retirement savings. Having said that, it’s a major financial decision and one you should consider carefully. SMSF are highly regulated by the Australian Taxation Office (ATO) to ensure that all Australians are protected in their retirement. The team at The Tax Factor are SMSF specialists and can help you through the entire process. We can assist with establishing the fund, selection and management of investments, ATO compliance (Contribution Caps, Rollovers, Personal contribution), filing of the annual returns, tax efficient strategies, auditing, and annual reviews.

Take control today of your superannuation with a Self-Managed Super Fund.

Start the process today, call The Tax Factor on 1300 829 322 or complete our online form.

Call us today and book your free consultation. Think Beyond Tax.

Merrylands Address

1, 18 McFarlane St, Merrylands, NSW, 2160

Parramatta Address

Ground Floor, 80 George St Parramatta NSW 2150

Sydney Address

Level 35, International Tower One, 100 Barangaroo Avenue, Sydney NSW 2000

Liverpool Address

Shop 2 389 Hume Highway Liverpool NSW 2170

Bankstown Address

390 Chapel Rd, Bankstown NSW 2200