Services for Self Managed Superannuation Funds

Self-managed Super Funds (SMSF) are now the largest and fastest growing segment of the super industry.  For Trustees of a SMSF, managing the ongoing requirements of your fund and getting it right is very important.  This can often be an area of confusion and ever evolving regulation and legislation.  Getting expert advice and guidance is a wise choice.

Generally, as an Australian resident, you can choose to direct your super guarantee payments and your personal super contributions to an independently managed super fund or to run your own SMSF.  SMSFs have the same role as any other super funds; the difference is, generally, that the members of SMSFs are also the trustees.  They control the investment of their contributions and the payment of their benefits.

At Negotiis, offer services for all stages of the SMSF.

Is an SMSF right for me?

Using our experience and knowledge we can work in partnership with your Financial Planner to determine if a SMSF is right for you.  As with many matters, there are advantages and disadvantages and it is important to consider your own personal circumstances.

Establishing an SMSF

At Negotiis, our SMSF Establishment  Service is easy and convenient.  We will guide you through the process and ensure all your questions are answered.  As an SMSF trustee, you are ultimately responsible for running your SMSF.  It is important you understand the duties, responsibilities and obligations of being a trustee.  Our aim is to work with you to make this a rewarding experience.

Attending to Compliance

Our experienced team will take care of all your compliance needs including arranging for an Independent Audit to be undertaken.  Professionally presented and audited Financial Reports & Taxation Returns are presented to you at the end of the year.  We also provide opportunity for you to ask questions or discuss any matters concerning your SMSF because we know it is important that you understand your SMSF in your role as Trustee.