More and more Australians are turning to self-managed super funds (SMSF) to maximise their savings and live the retirement of their dreams. It’s a smart move, but you shouldn’t feel like you have to figure it out all on your own. Self-managed does not necessarily mean do-it-yourself.
Investing in an SMSF is a great way to save for retirement, and it can produce incredible benefits. However, many people are intimidated by the process.
That’s where we come in. Our team specialises in SMSF accounting and will assist you in developing your SMSF investment strategy to achieve your investment objectives.
Whether you need help and advice with setup, have questions about your SMSF’s annual tax return, or anything in between, Stone Accountants & Advisors are here for you!
If you hold an SMSF, there’s some housekeeping you have to do yearly to keep the ATO happy. We make sure you meet both your obligations and support you in reaching your financial goals.
It’s easy to blur the lines between your pension and a SMSF, but we’re here to help you plan and make sure they work together. Contact us to further discuss your retirement plan and goals.