SMSF

Take control of how your retirement savings are invested

A self-managed superannuation fund (SMSF) is a tax effective retirement savings structure that may be suitable for individuals or businesses. 

 SMSFs can provide a range of benefits and opportunities not usually offered by retail or industry superannuation funds, among them freedom to choose your investments and agility to make and implement decisions. 

 We provide SMSF tax and administration advice to assist Trustees to meet strict and often complicated compliance reporting and administrative requirements.

Our SMSF tax and administration advice includes:

  • Establish and windup SMSFs
  • Preparation of annual financial statements and member reports
  • Tax advice & planning including preparation of income tax returns
  • Making contributions to superannuation or paying benefits from superannuation
  • SMSF Audits
  • Education and advice for Trustee concerning legal compliance
  • Advice regarding allocated pensions
  • Advice on transition to retirement pensions
  • Advice on Employer obligations

GPS Wealth Authority

In line with changes to the Financial Planning regulations from 1 July 2016, Indepth Business Advisory & Taxation Pty Ltd has become authorised with GPS Wealth to provide advice in relation to Superannuation and Self Managed Super Funds.

Renee Cooper is a Limited Authorised Representative of GPS Wealth Ltd.

When Renee provides you with initial personal financial product advice you will receive a written Statement of Advice (SOA) that confirms the discussions you have had, the recommendations made and the basis for those recommendations. We retain these documents for seven years. You may request a copy of this advice or subsequent records of advice at any time.

Indepth Business Advisory & Taxation Pty Ltd CAR No. 001263258 is a Corporate Authorised Representative of GPS Wealth Ltd AFSL 254 544 . Renee Cooper ARN No. 001253516 is a Sub- Authorised Representative of GPS Wealth Ltd AFSL 254 544 ABN 17 005 485 726.

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GENERAL ADVICE WARNING: This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs

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Contact us for more information about our self managed super fund services