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Self-Managed Super Funds (SMSF)

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Future-proof your financial security with your own SMSF

Are you managing your own super or wondering how to set up an SMSF and get it right?  Lipin Partners offers comprehensive support across all Self-Managed Superannuation Fund services and ATO administration requirements.

Future-proof your financial security with your own SMSF

Superannuation Investment Strategy and investment planning

After years of hard work, it’s vital to make sure that your accumulated superannuation is continuing to grow and is protected by any risk exposure from your work or business.

Superannuation – SMSF

Australians investing in their own SMSF are not only focused on wealth creation but on future-proofing their finances to be sure of a secure and comfortable retirement. We help you set up your SMSF for best performance outcomes, customised to your specific needs to achieve your investment strategy.

Establishing Your Self-Managed Superannuation Fund

Our team provide the inside-track guidance that you need, ensuring your fund is best structured for wealth creation and meets all ATO guidelines.  A family superannuation fund (for up to a family of four) allows you the benefits of accumulating shares, managed funds and property etc for retirement planning.

The benefits for you and your family include registration of your fund with the ATO (covering GST, ABN, and TFN) and having your fund pay your life insurance, with this also being tax-deductible. Within an SMSF your income is taxed at the low rate of 15% and any capital gains at 10% (for an asset held longer than 12 months).

Retirement Planning

You can convert your SMSF into a Pension Fund for you and your spouse/partner, boosting your financial security and giving you more control over your assets within estate planning.  The benefits of an SMSF include income for your retirement and access to lump sum payments in addition to your pension, while any capital gains made by your pension fund are tax-free.

SMSF Compliance / Audit

Our compliance service includes preparing annual member statements and auditing financial statements in accordance with all Australian Accounting Standards. We can prepare and lodge your annual Income Tax and regulatory return with the ATO.

Additional Information

Financial-decisions-at-retirement.pdf
How-your-self-managed-super-fund-is-regulated.pdf
Paying-benefit-from-an-smsf.pdf
Running-a-self-managed-super-fund.pdf
Setting-up-a-self-managed-super-fund.pdf
Thinking-about-self-managed-super.pdf
Timeline Changes in Super 2007 – 2018
Do I really need to update my SMSF Deed 2008
7 Key Reasons to have a Corporate Trustee in your SMSF

Member of CountServices provided by Lipins Financial Solutions Pty Ltd as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Take control of your fund and your financial future.

Contact us to discuss setting up an SMSF to build your wealth and financial security.

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