Self Managed Superannuation Funds

Are you considering establishing a self managed super fund (SMSF)?

Do you have commercial property or listed shares in your own name where you are paying high marginal tax rates on the income but you want to retain these assets for retirement?
Do you want full control over the investment and operating decisions of your retirement assets?
Do you want better asset protection?
Do you want to ensure your retirement strategy is linked in with your business plans?

Are you currently running an SMSF?

Are you concerned that running a fund and being up to date on all the rules is too hard or you have received poor or no guidance in the past on the operations of your fund?
Are you aware that the ATO is in process of hiring more staff to check on the compliance and audit of SMSFs?
Do you know if you are building up enough in superannuation to provide you with the retirement income you require?

Are you approaching retirement or age 55?

Do you want to ensure that you will retire on the maximum amount of tax-free income that you may be entitled to?
Do you want to ensure that you leave your beneficiaries with maximum assets possible and least tax implications?

WalterTurnbull has a recognised SMSF Specialist Advisor who is able to provide you with establishment, on-going services and guidance to ensure your fund is compliant with the complex legislation and that you minimise taxation in retirement.