Superannuation

Self-managed superannuation funds – Gold Coast

At Simmons Partnership Chartered Accountants, we provide specialised superannuation services, including the formation and management of self-managed superannuation funds (SMSF).

A SMSF gives you complete control over your finances, allowing you to decide how your fund is managed and where your money is invested. The superannuation experts at Simmons Partnership will help get your SMSF up and running, providing a personalised service to match your needs.

Part of our superannuation service is firstly identifying if a SMSF is right for you. There are many risks and considerations to understand when deciding on whether to opt for a SMSF, this includes:

  • Costs involved
  • Insurance cover
  • Trustee responsibilities

At Simmons Partnership, we’ll ensure you completely understand what is involved with a SMSF, helping you make the decision of whether it’s the appropriate choice for you and your finances. SMSF are ideal for those who already have a reasonable amount of super to justify the costs involved.

Monitoring your SMSF can also be very time consuming. You can set-up and manage your SMSF yourself, but most trustees will opt for an accountant to take on this task. The team at Simmons Partnership provide a complete management service, saving you the time and stress of dealing with it yourself.

Our accountants will work with you from the initial set-up of your superannuation fund, right through to the ongoing administration services needed to keep your fund on track—this includes completing your annual superannuation tax returns.

Our other administration services consist of tracking your investments against the strategy in place and recording trustee meetings and resolutions.

For further information regarding our SMSF services or to arrange a consultation, get in contact with the team at Simmons Partnership in Mermaid Beach today.

The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

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