Self Managed Superannuation (SMSF)
Take control of your super, without drowning in compliance.
A Self Managed Superannuation Fund is a small trust set up with the primary purpose of providing retirement benefits to its members. Every member must also be a trustee, and a fund can have up to four members. We are Self Managed Superannuation specialists — our clients have peace of mind knowing all the paperwork side of their SMSF is handled by experts, leaving trustees free to concentrate on fund assets and investment decisions.
What's included
- SMSF establishment and trustee structure advice
- Ongoing administration, reporting and compliance paperwork
- Investment strategy documentation and review
- Single member and corporate trustee funds
- Transition of existing funds to Dunross
How we approach it
Dunross Financial Planning Pty Ltd can advise you about setting up your SMSF — whether you are moving from a retail or industry fund, splitting a family arrangement, or restructuring an existing self managed fund.
Our SMSF clients hold a wide variety of portfolios: direct shares, commercial property, rental properties and managed funds. Fund values range from around $80,000 to balances in excess of $5 million, and we tailor the strategy to the size and purpose of the fund rather than a template.
Dunross Financial Planning Pty Ltd holds Australian Financial Services Licence No. 237496. Advice is provided from our office at 190 Boundary Street, West End, QLD 4101, and to clients throughout Australia.