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Sterling Taxtion
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Self Managed Superfund

Self Managed Superfund

Self Managed Superannuation Funds represent the fastest growing segment of superannuation assets outside industry funds in Australia today. Many clients wish to gain more control over their retirement finances by establishing a Self Managed Superannuation Fund (SMSF). Colin has specialised in SMSF Taxation and he will assist  you in meeting the regulatory requirements and give you the correct taxation advice to take full advantage of any possible savings in tax on your investments.

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Is a SMSF right for you?

Every individual has different motivations in respect to their choice of retirement vehicles. This choice provides Australians with enormous power when selecting where to hold their superannuation assets. While there are many benefits to using a SMSF as your preferred retirement vehicle the final decision as to whether a SMSF is right for you will ultimately be a personal decision. We have noted below some of the key issues for someone considering whether a SMSF is right for them:

Control – Do you want the ability to control the choice of investments for your superannuation?
Flexibility – Do you want the flexibility and freedom of choice of maintaining your own personal superannuation fund?
Cost savings  – Do you have sufficient money in superannuation to take advantage of the cost savings associated with running a SMSF?
Family Super Fund  – Are you attracted to having a family retirement fund for you and your spouse and potentially the next generation?
Trustee responsibilities  – Are you prepared to take on the responsibility for maintaining the SMSF for the sole purpose of providing for the retirement of the members?
Ongoing involvement – Are you prepared to invest the time to regularly review the operations of your SMSF, including the investment performance?
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If you answered YES to most of the above questions then you should seriously consider a Self Managed Superannuation Fund.

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Phone: 08 9325 9332
Email: admin@sterlingtaxation.com.au
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Perth Location:
Unit 1 / 369 Hay Street Perth WA 6000
​Monday - Friday

Postal Address
PO Box 3150 EAST PERTH WA 6892
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  • Home
  • About
  • Services
    • Taxation
    • Small Business Experts
    • Self Managed Superfund
    • Bookkeeping
    • Finance Broking
  • Resources
    • Free Checklists
    • Tax Facts
    • Helpful Links
  • Contact