Many of our clients use self-managed superannuation funds (“SMSF”) to hold direct property, shares and other investments. The main attraction, we believe is to retain control of your superannuation fund investments, and to have a choice as to what the superannuation fund invests in. Sometimes these are assets that would otherwise be unavailable in a retail or industry superannuation fund (such as direct property).
In the right hands a SMSF can be an amazing opportunity to invest and save a significant amount of compliance cost, however without appropriate supervision and in the wrong hands the results can be disastrous to the retirement plans of members.
At Chapell & Associates we assist you to navigate through the compliance requirements of a SMSF to ensure that the fund is run in compliance with all regulatory authorities.
Some of the services that we offer with regards to SMSF are: