A self-managed super fund (SMSF) is trust fund that’s managed by its members/trustees. It’s an alternative to industry or retail super funds. If you set up your own SMSF, you have greater control over how your retirement savings are invested and managed. For example, you can set up your fund to have a wider choice of investment options and more flexibility in the payment of your retirement benefits. SMSFs receive the same tax concessions as other super funds, and they have the same legal compliance obligations. They must be set up for the sole purpose of providing funds for your retirement.
We can help you to set up your SMSF as a trust to ensure it complies with superannuation legislation.
We can help you to meet all your ongoing legal compliance obligations as an SMSF member/trustee.
We can help you take advantage of generous superannuation tax concessions with your SMSF.
Restaurant Chain Owner
BOA & Co. helped our company with company tax in the last a few years. They are always helpful and pleasant to deal with. Very happy to partner with them.
Director of Manufacturing Business
Jason and his team at BOA & Co. are professional with great attention to details. They set up our company structure a few years ago. Also helped us on our tax strategy. They also set up my own family trust. Great to work with them.
Owner of Real Estate Business
We trust BOA & CO. a lot in Tax, Super, Bookkeeping, and their business advisories for more than past 5 years. Will keep using them in the coming years.
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