LMS Advisory can assist you with taking control of your superannuation.
Via our specialist staff and in conjunction with LMS Advisory Financial Services Pty Ltd; our team can work with SMSF Trustees for the following services:
- Self Managed Superannuation Funds Establishment
- Self Managed Superannuation Funds Compliance,
- Tax Planning,
- Investment advice; and
- Self Managed Superannuation Funds Borrowing and LRBA’s for Property Acquisition
Please note you should have an opening superannuation balance of at least $200k to consider running your own SMSF. If your superannuation balance is not yet that high, we can discuss implementing a savings plan to boost your superannuation balance and get to that minimum threshold earlier.
Before registering an SMSF you should also consider the insurance policies held by your existing superannuation fund trustee. These would be forfeited when your super is rolled into your own SMSF. It would then be important to replace those insurance policies with new policies held inside or outside of super to ensure your family is protected.
A Self Managed Superannuation Fund can be an important part of your wealth strategy and asset structuring where appropriate.
Contact us today to see if an SMSF is right for you and your family.
