Self Managed Superannuation

Taxation Services

Superannuation is a very tax effective environment for retirement savings. Self Managed Super Funds (SMSF) offer a vehicle that gives the owner options as to where to invest their super.

Contributing to superannuation remains a tax effective way to achieve retirement savings. With a low tax rate of just 15% on concessional contributions and earnings in accumulation phase, the superannuation fund is an excellent vehicle to look after your investment.

Self Managed Super Funds (SMSF) are a popular choice for those investment savvy persons who have at least $200,000 to invest. Investment decisions are made by the trustees which squarely puts the retirement future in the hands of the member.

Parker Crofts & Co offers a range of administration services to the owners of Self Managed Superannuation Funds. These include:

  • Preparation of financial statements and taxation returns for the fund.
  • Keeping detailed records of member balances.
  • Assisting with document preparation.
  • Tax planning for retirement
  • Super fund audit

Financial services for SMSF

SMSF are heavily regulated by the ATO and generally suit those who are comfortable in making their own investment decisions.

In line with changes to the Financial Planning regulations from 1 July 2016, Darren Crofts and Jose Dono have become authorised with Merit Wealth to provide limited advice in relation to Superannuation and Self Managed Super Funds.

Darren and Jose can provide advice on the following:

  • Setting up a SMSF
  • Making tax deductible or non-deductible contributions into super
  • Paying lump sums or commence pensions out of super
  • Withdrawing & making contributions in super
  • SMSF borrowing arrangements

Under the Corporations Regulations 2001 any additional financial advice beyond our scope will need to be obtained from an appropriately licensed entity or individual.

Darren Crofts (ASIC No. 245875) & Jose Dono (ASIC No. 1271650) are  Limited Authorised Representatives of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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