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Setting up her SMSF.
To ensure her self-managed super fund is compliant, Jennifer asked SVA for assistance to set it up.
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Accounting & compliance.
Every SMSF must have accounting and auditing processes in place to be compliant. SVA does all of this for Jennifer.
3
Investment advice.
Australian tax law only allows certain investments to be made in a SMSF. Jennifer relies heavily on the advice of SVA to ensure she makes appropriate investments.
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Assistance to obtain finance.
SVA assisted Jennifer to obtain a loan to purchase her first investment property by setting up a bear trust and liaising with Jennifer’s bank.
Meet Jennifer
Jennifer and her husband divorced about 7 months ago. When the property settlement came through, Jennifer decided she wanted to use the $400,000 settlement to set-up a self-managed super fund. She plans to invest in property, shares and a managed fund.
How we work
At your first, obligation-free meeting, Sashi Veale & Associates (SVA) will discuss your reasons for wanting to set up a self-managed super fund. They will also talk to you about your current superannuation fund arrangements.
Next, the SVA team will explain:
- The taxation and investment structure options available to you
- The concessional tax treatment you will receive using a SMSF
- Your audit and tax compliance obligations
Most often, clients want their SMSF to invest in property, shares and managed funds so the SVA team will begin setting up the SMSF Trust Deed.
As an on-going service, the SVA team will assist your SMSF with its annual audits and preparation of the Fund’s tax returns.
For an accounting team that offers great advice and on-going service for your self-managed super fund, call Sashi Veale & Associates to arrange a complimentary first meeting.