For over thirty years Managed has been assisting you to build and maintain your Self-Managed Superannuation Fund to provide for the enjoyment of your retirement.
Setting up your own Self-Managed Superannuation Fund can be a daunting and frustrating process filled with legal jargon and compliance issues. However, for those with appropriate levels of superannuation assets the advantages of using Self-Managed Superannuation Funds can be a worthwhile endeavour in your retirement planning. At Managed we have been in the business of assisting with the set-up, administration and compliance of Self-Managed Superannuation Funds for over thirty years.
We maintain our position at the forefront of Self-Managed Superannuation Funds in Australia; actively advising government and continually developing new solutions tailored to meet your high expectations.
Funds should be monitored and administered on a regular basis, not just an annual review. This allows Managed to identify and rectify compliance issues and assist you to benefit from investment opportunities as they arise, not 12-18 months after the fact. Our comprehensive administration services operate to keep the fund compliant in the eyes of the Australian Tax Office and in the event of an audit we also provide Audit Insurance to avoid any nasty surprises.
Our Total Wealth Management approach to financial services provides you with necessary strategic advice to maintain the benefits of your Self-Managed Superannuation Fund and all other aspects of your financial position. We are able to assist you with:
- Pension Planning
- Tax Calculations
- Retirement Planning
- Estate and Succession Planning.
Provide for your future today by contacting Michael Lorimer on 3391 5055 or e-mail at mlorimer@managed.com.au about the suitability and advantages of using Self-Managed Superannuation Funds.