Superannuation & SMSF

We can help you to grow your business and put you on the path to achieving your goals.

Secure the lifestyle you deserve.

We provide tailored and holistic superannuation services so that you can retire with the confidence and lifestyle you desire.

But you shouldn’t have to do it alone.

Running an SMSF can be difficult and expensive. Our service, which includes mail-house and bill-payment facilities, allows trustees to focus on investing their money rather than paperwork or tedious administrative tasks.


Retirement Planning

Ongoing SMSF Administration

Financial Statements & Tax Return Preparation

Taxation & Compliance Advice

SMSF Frequently Asked Questions

What is an SMSF?

A Self-Managed Super Fund (SMSF) is a private superannuation fund that you manage yourself. The members are usually The Trustees of the fund, and it is regulated by the Australian Taxation Office (ATO).

Should I consider a SMSF?

If you want control, and can handle the responsibility, then an SMSF may be for you. There is an ATO approved education program through the SMSF Association that could help clarify the responsibilities required. Alternately one of our Advisers could give you a quick overview of the types of responsibilities necessary to become a Trustee of a SMSF.

How much do I need in my super to start an SMSF?

You don’t have to have a minimum balance to set up an SMSF, but it’s best to have at least $250,000 in order to make it worth the cost.

How does an SMSF work?

An SMSF must have its own Tax File Number (TFN) and Australian Business Number (ABN), as well as its own bank account. It’s sole purpose is to provide an income upon the retirement of its members, and the members also have the responsibility of ensuring that there is an investment strategy in place. Future Assist provide comprehensive SMSF services and support including set up, investing, ongoing administration, taxation and compliance preparation.

What are the benefits of an SMSF?

There are many benefits when it comes to running your own SMSF. Firstly, the control you have over what you choose to invest in and how is the most important. An SMSF can also borrow to invest via a Limited Recourse Loan. There is also the ability to have more control over tax.

What can I invest in?

You can still invest in the usual shares, term-deposits, managed funds and property. You have the ability to choose your own shares, and small business owners can invest in buying their own business property through their SMSFs. Many SMSFs hold collectibles such as artwork, jewellry, antiques and vintage cars.

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