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SMSF HELP

Take control of your retirement destiny. A well structured SMSF can help you accumulate, manage and grow your assets for retirement. Many of our clients enjoy the benefits of a strategic retirement plan strategy, encompassing their SMSF and other entities such as Family Trusts etc.

A Self Managed Super Fund

To help with your SMSF setup  AND  if a SMSF is right for your we will need to first understand your situation.

A Self Managed Super Fund (SMSF) functions like any other superannuation product. It holds your retirement funds and invests on behalf of its members for their retirement. The key, however, is that members act as Trustees and are in total control of the Funds strategy and are responsible to conduct the Self Managed Superannuation Fund correctly and to meet the sole purpose test which is retirement saving.

With greater control over our retirement funds comes the added responsibility with SMSF regulation.

Join us over a cuppa coffee and we can discuss the process of establishing an SMSF with you.

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Is Self Managed Super Right for you UPDATED MARCH 2022 +61 03 9597 9966
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Interested in more information about setting up a SMSF?

Geoff Gartly is a Chartered Accountant Licensed under Merit Wealth Group to advise you on SMSF setup in Melbourne.

We can guide you through the steps for an SMSF set up to take to make this happen.

Geoff Gartly is a Chartered Accountant SMSF Specialist and can provide you advice about the setup, use and wind-down of an SMSF

We are experienced in SMSF setup help to ensure sure we guide you to meet your obligations as a Trustee.

Once your new SMSF is established, you take control and invest in a range of investment opportunities such as:

  • Cash and Bank term deposits
  • Listed shares and equities,
  • Unit trusts/managed funds and Property

Small Businesses can also take advantage of purchasing their Business Real Property within the SMSF, which can be rented from the SMSF to your business. We can advise you to determine if this is the appropriate strategy for your Fund and to ensure any structure and borrowing meets the ATO rules.

Making sure you remain compliant:

At Gartly & Advisory, we can complete all the yearly accounting needs and auditing including the lodgement of your annual Fund Taxation Return for you. This is necessary to comply with superannuation and ATO law. Geoff Gartly Chartered Accountant has extensive SMSF knowledge and can assist you in using your SMSF correctly.

With new laws for SMSF, Trustees face hefty penalties from the ATO if  SMSF breaches are made, so getting it right is paramount.

When it comes to retirement, we can also assist you in understanding when to take a lump sum, transition retirement strategy or an aged pension within your Fund.  In doing so, we can ensure that your Deed complies with the current pension rules and help with the necessary documentation required to implement the pension.

Contact us to help you set up, manage and maintain an SMSF.
Talk to Geoff on 9597 9966.
We are based  at 563 North Road, Ormond Vic 3204
 

Limited Authorised Representative details:

Geoff Gartly Financial Services Guide Limited Authorised Representative 1248227 of Merit Wealth Pty Ltd

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Email: contact@meritwealth.com.au  Tel: 1300 785 611

General Advice Warning.

This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs

Gartly & Advisory Pty Ltd (ASIC No 1248228)  ABN 31 124 737 917  is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Geoff Gartly (ASIC No. 1248227) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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