KLW Group Pty Ltd | Self Managed Super Funds
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Self-Managed Super Funds (SMSFs)

Self-managed super funds are becoming increasingly popular, but it’s important to understand that they are highly regulated and governed by the Australian Taxation Office (ATO). It’s crucial to seek expert advice when setting up and running an SMSF. At KLW, our SMSF Audit Licence is evidence of our SMSF knowledge and expertise.

The benefits of setting up an SMSF

A self-managed super fund can help you to take control of your financial future. There are many potential benefits, including the following:

SMSFs can directly invest in a diverse pool of assets like shares, bonds, commercial and residential real estate.

SMSFs don’t have any management fees like other types of other super funds do. This results in significant savings over the medium to long-term.

SMSFs can borrow to invest in residential and commercial property.

SMSFs have an attractive tax rate of just 15% on contributions and income earned. Capital gains are taxed at just 10% (and in some cases, not at all).

SMSFs can help you pass on tax benefits to your beneficiaries or dependants via smart succession planning.

It’s important to get professional advice to ensure ATO compliance with your SMSF administration, tax returns, reporting and financial statements. You also need professional advice to ensure you have a suitable investment portfolio.

What we can do for you

SMSF Setup

We can help you to determine your fund’s structure, establish its trust deed, register it with the ATO, and create an investment strategy.

SMSF Administration

Once your fund is up and running, we can assist you with all your SMSF compliance reporting and record-keeping obligations, ensuring that you meet all the deadlines.

SMSF Tax Return and Financial Statement Preparation

Our team can prepare your SMSF tax return and associated financial statements, helping you fulfil and manage your tax obligations.

SMSF Auditing

It’s a legal requirement for SMSFs to have an annual independent audit. Our SMSF Audit Licence (provided by the Australian Securities and Investments Commission) enables us to provide this service for you.

SMSF Ongoing Advice

Whether you’re looking to set up an SMSF or have an existing fund, our team has the knowledge and expertise to provide you with the best ongoing professional advice.

SMSF Limited Recourse Borrowing Arrangement

Borrowing for investment is a popular SMSF strategy. SMSF loans should be limited recourse borrowing arrangements (LRBAs) to protect the SMSF’s other assets if there is a repayment default. We can help you to set up these LRBAs.

We’re licensed and here to help you

with all your new or existing SMSF needs.


Come Have A Chat With Us