Self Managed Superannuation Funds (SMSF)

Looking to start up a SMSF? Great move – now you’re one step closer to gaining more control over the future lifestyle you want to unlock.

A SMSF allows you to control your retirement investment strategy and reduce tax while obtaining tax benefits and controlling administration costs. However, setting up a SMSF can be quite complicated.

Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

If all this sounds super confusing, don’t stress.

At Paragon, we’re here to assist you by providing tailored planning and solutions to suit your retirement needs.

Armed with in-depth knowledge of the latest legislation changes and strategies, we’ll help you unlock the optimal income and financial security in retirement. And if you’re simply looking to Transition To Retirement, we can help you reduce your working hours without compromising your lifestyle too.

  • Establish self-managed superannuation funds
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations.

Paragon can also act as your SMSF administrator. Rather than handling your own admin and potentially missing out on some of the better strategies like re-contributions and withdrawal, we’ll act as your professional advisor by exploring all of your options.

By leveraging our expertise, we’ll give you complete peace of mind knowing your SMSF is helping set up the best possible future for your needs.

Ready for super success? Let’s talk.

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