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Self-managed Superannuation Funds

Superannuation for most people is one of their biggest long-term investments, so it makes complete sense to seek the advice of an expert.

Teakle Financial Planning can take the stress out of deciding which superannuation fund is going to work most effectively for your personal circumstances.

Our Teakle Financial Planning advisors can help you determine if a Self-managed Superannuation Fund (SMSF) might be right for you.

Superannuation is an effective vehicle for growing wealth and minimising taxation and should most likely form a part of your retirement plan.

There are trust laws and legislative requirements for setting up a Self-managed Superannuation Fund. Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration
  • Elect to become a regulated fund
  • Obtain a Tax File Number
  • Obtain an Australian Business Number

Teakle Accounting can manage all of your Self-managed Superannuation Fund taxation, accounting and compliance requirements.

Our Teakle Financial Planning advisors can provide the professional advice you need to set up your own Self-managed Superannuation Fund and greatly simplify the process for you. 

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