Superannuation

Simpson And Winslow Superannuation Hero
  • SMSF accounting using specialised software
  • SMSF tax returns
  • SMSF audits
  • SIS compliance requirements
  • Managing tax history of investments

Superannuation Advisers Helping Nerang

» Self-Managed Super Funds 

Couple meeting with one of our superannuation advisers in Nerang

Do you need your Self-Managed Super Fund (SMSF) accounts prepared? Or perhaps your tax return and financials audited? Our associated auditors are registered SMSF auditors with over 40 years’ experience. You can rest assured the friendly team at Simpson & Winslow has the expertise and know-how to help you with all of your SMSF needs.

Self-Managed Superannuation Funds (SMSF) are structured to hold retirement savings. As these savings are for your retirement, there are requirements for the preparation of these financials. They must be audited by a registered SMSF auditor and lodged to the ATO. We use specialist SMSF software to prepare your financials, which gives you a snapshot of your super position in a detailed format. 

We also have strong contacts with independent financial advisers. A trusted financial planner will take into account your current age, years until retirement, your health and many more factors before deciding what you should invest in. 

The services we provide surrounding SMSF includes:

  • SMSF accounting using specialised software
  • SMSF tax returns
  • SMSF audits
  • SIS compliance requirements
  • Managing tax history of investments
  • Tax effective strategies to create wealth via superannuation
  • Pre-retirement and pension strategies

If you require any financial planning, the services we provide are:

  • Structuring asset portfolios to maximise wealth
  • Investment management
  • Investment strategies
  • Risk management 
  • Cash flow planning 
  • Estate and retirement planning

» Starting a Self-Managed Super Fund

Simpson And Winslow Starting a Self-Managed Super Fund
Super is your money and will determine many aspects of your future during your retirement. That’s why it’s so important to make sure you take the time to get it right for you. Some questions you might consider include:
  • Why super? It’s essential to provide for our retirement!
  • Why does super work? It provides a long-term tax-effective savings vehicle for your future.
  • Why is super better? You get effective tax breaks, and your retirement investment grows faster, allowing you to control its destiny.
  • What about super strategies? These provide new opportunities for investments and growth that are in your control.
  • Why Self-Managed Super Funds? SMSFs allow you to have control over your savings and investments for your retirement.

Managing your super can be daunting, but you don’t have to navigate this field alone. Using our professional services will ease the burden, and we can show you the opportunities that will suit your plans the best. If you are considering starting your own Self-Managed Superannuation Fund (SMSF), then you most likely have a lot of questions you are just itching to get some advice on. These may include:

  • How much do I need to get started?
  • What can I invest in?
  • How do I go about investing?
  • What are my obligatons?
  • How do I transfer my existing super?
  • Do I need a financial planner?
  • And, of course, how much will it cost? 

We can help you understand the laws and regulations that apply to Self-Managed Super Funds and matters that need to be considered when establishing your fund. Tailoring our service to your specific circumstances, we will ensure you choose the right fund to suit your needs.

Building wealth is a marathon, not a sprint. Discipline is the key ingredient!

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To discuss all of your superannuation needs, call us today on 07 5596 3811 and let us help you!
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