Setting up an SMSF

SMSF Setup & Running a dynamic SMSF that works for your retirement!

If setting up a SMSF is something you have considered and excites you, then we are here to help you work through the set up and if an SMSF structure is right for you.

Gartly Advisory are SMSF Accountants!

There are in many advantages of being able to make investment decisions and taking control of their retirement strategy using an SMSF. There are a number of factors to work through to make sure an SMSF is right for you.

We assist many clients in the setting up and administration of retirement their self managed superannuation fund (SMSF). We are registered tax agents and look after many small business owners SMSF.

An SMSF provides members of their fund the control over specific investment choices involving their superannuation and retirement. They can set their own investment strategies and select fund assets such as listed securities, managed investments, cash and term deposits, international equities, installment warrants based upon their desired investment strategy.

How can we help you?

Gartly Advisory provides services for SMSFs, including structure, setup, advice, rollovers, administration, SMSF loan strategies and compliance. Geoff Gartly Chartered Accountant and SMSF specialist is a Limited Authorised Representative 1248227 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 00

The next step

To establish an SMSF is not for everyone!

Attributes as a Trustee / member for the running of your SMSF includes financial knowledge, time and ability to keep good records. The ATO encourages new SMSF Trustees to understand what, how and the implications of setting up an SMSF before starting the journey to establish one.

Allow us to assist you in that process and start the discussion around SMSF setuo. Please contact us to meet with Geoff and confidentially discuss your needs.

Contact us to start your SMSF setup

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