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Self-Managed Super Funds

SMSF

Chopra Partners has many years of experience in establishing SMSFs and will work with you to ensure establishing your new SMSF is very straight forward.

Considering your retirement and putting in place safeguards to protect your wealth are two key driving forces behind the trend towards establishing (“SMSF”) Self-Managed Superannuation Funds. Chopra Partners have in depth experience in incorporating SMSF funds for our clients and will work with you to ensure it is a stress-free process. We are specialised in supporting our clients with the set up and ongoing compliance and management of their SMSF.

SMSF SET UP

Our complete SMSF Establishment Services Include:

  • Our complete SMSF Establishment Services Include:
  • Assistance in determining the most appropriate trustee structure for you – individuals or special purpose company?
  • Provision of a high quality SMSF trust deed.
  • Incorporation of a special purpose SMSF trustee company (where applicable) including ASIC company registration fee.
  • Setting up arrangements to allow SMSF’s to borrow to invest.
  • Assistance in the ETP rollovers transfer process from your existing super to your SMSF.
  • Completion of all necessary forms, minutes, and declarations.
  • Tax File Number (TFN) and Australian Business Number (ABN)) application for the SMSF.
  • Assistance in the process of setting up of a bank account for the SMSF.
Managing an established Self-Managed Superannuation Fund (“SMSF”) can be a time consuming and costly exercise without expert guidance.

Our range of SMSF Administration & Compliance services include

  • Specialist SMSF team to prepare compliance, accounts, tax returns and arrange an independent audit of Self-Managed Super Funds.
  • Minimising tax and managing cash flows for family groups through benefit payments structuring
  • Strategic Taxation Planning for members of the Super Funds.
  • Providing strategies to optimise wealth transfers into SMSF’s from companies, trusts and individuals
  • Retirement pension and transitional pension advice
  • Putting in place a structured plan to reduce tax on death benefit payments from 31.5% to 0%
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YOUR COMPLETE FINANCIAL SOLUTION

  • Quality compliance for greater piece of mind
  • Tax-efficient strategies to minimise tax
  • Strategies for wealth creation and sustainable growth
  • More automation to free up your time

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