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SRF Chartered Accountants, Financial Planning, Business Services, Moree, NSW

Self-managed Superannuation Funds

Everyday, more and more Australians are choosing to set up their own Superannuation Fund and take control of how their super is invested. In 2015, there were over 550,000 SMSF's, and they held a collective balance of nearly $590 Billion in assets. Every year there are over 30,000 SMSF's established as more people understand and reap the benefits of SMSF's.

While setting up a SMSF can be very easy, there are admin and management responsibilities that must be adhered to in order for funds to be compliant. SRF have a dedicated team focusing on our ever growing SMSF clients. We help our clients right from the start by setting up their fund, running the yearly processing of the fund, setting up pensions and everything that is required until the fund is eventually wound up.

 

Disclosure:

This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs


Sutherland Reid & Farrar Services Pty Ltd (ASIC No. 003 157 426) ABN 71 003 157 426 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Ben Cheetham (ASIC No. 1243187) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

www.meritwealth.com.au | Privacy Statement. | Financial Services Guide


 

 

 

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43 Auburn St Moree NSW 2400
PO Box 591 Moree NSW 2400

Telephone: 02 6752 2077
Fax: 02 6752 4610
Email: office@srfpl.com.au