Empower Your Future & Simplify Your SMSF Management.
With Kindred's Self-Managed Super Fund (SMSF) services, you’re in the driver’s seat. We know managing super funds can feel a bit daunting, but our friendly team is here to make it easy and stress-free. From keeping up with compliance to unlocking tax benefits and guiding your investment choices, we’ve got your back every step of the way.
Why Choose a Self-Managed Superannuation Fund?
An SMSF isn’t just another super fund; it’s your ticket to greater control and flexibility over your investments. Here’s why you should opt for an SMSF:
Control: You call the shots! Tailor your investment choices to fit your unique goals and risk appetite—no more cookie-cutter solutions.
Flexibility: With an SMSF, you have the freedom to invest in a diverse range of assets—think property, shares, the world’s your oyster.
Tax Planning: We’ll help you unlock effective tax strategies, so you can keep more of your hard-earned money working for you.
Ready to Take Control of Your Retirement?
As a business owner, your SMSF can be a powerful tool. Here are some savvy ways to leverage it:
Property Investment: Purchase your business premises through your SMSF. It’s a win-win: a solid investment for your fund and a roof over your business.
Diversification: Spread your wings and invest in a mix of assets to mitigate risks and potentially boost returns.
Tax Efficiency: Maximise your savings with concessional contributions and other tax-smart strategies that lower your tax burden.
Succession Planning: Plan for the future. An SMSF can facilitate smooth transitions, ensuring financial security for you and your loved ones.
Typical Strategies for Business Owners Using an SMSF
Compliance might sound boring, but it’s crucial for keeping your SMSF in tip-top shape. Skipping these steps can lead to nasty penalties and lost tax perks. Here are the essentials:
Investment Strategy: Craft and review your investment strategy regularly to meet all the legal requirements.
Sole Purpose Test: Your SMSF must be dedicated to providing retirement benefits—no funny business allowed!
Record Keeping: Keep accurate records of all transactions and decisions. Think of it as your financial diary.
Annual Audits: Your SMSF needs a yearly health check by an approved SMSF auditor. We’ll help with that!
The Importance of Compliance with your SMSF
At Kindred, we’re here to make managing your SMSF a breeze. Here’s what we offer:
SMSF Establishment: We’ll help you kick off your SMSF journey, working alongside your financial advisers and our trusted network of lawyers to set everything up smoothly.
Compliance: Leave it to us to ensure your SMSF complies with all regulations so you can sleep soundly at night.
Administration: From record-keeping to reporting, we handle the nitty-gritty details so you can focus on the fun stuff.
Annual Audits: We’ll manage the annual audit process, ensuring everything runs like clockwork.
Annual Reports and Returns: We prepare and lodge your SMSF’s reports and returns, keeping you in the loop with your obligations.
Taxation Advice: Our tax gurus will help you navigate the tax landscape, ensuring you’re making the most of your retirement savings.
The Role of Accountants with your SMSF
We’ll handle your SMSF so you can:
spoil the grandkids
learn to play bridge
pick up pickleball
have time for tai chi
take a nap
watch more soap operas
buy a la-z-boy
begin lawn bowls
spoil the grandkids learn to play bridge pick up pickleball have time for tai chi take a nap watch more soap operas buy a la-z-boy begin lawn bowls
What Does Managing an SMSF Involve?
Managing a Self-Managed Super Fund means taking charge of your retirement savings, from contributions and investments to compliance and tax reporting. Think of it like running a small business focused on your retirement; effective management is key to securing a bright financial future.
Why is this so important? It gives you total control over your superannuation investments, allowing you to tailor your strategy to fit your risk appetite and retirement goals. Plus, good management keeps you compliant with super laws, making sure everything runs smoothly. With an SMSF, you’re empowered to make informed decisions and prepare for whatever the future holds.
If it’s self managed, why do you need us?
Tailored Support Just for You: we get it—your financial goals are unique. That’s why we take a personalised approach, working closely with you to craft strategies that align with your needs and help you maximise the potential of your SMSF.
Peace of Mind: when you choose us to manage your SMSF, you can relax knowing your fund is in expert hands. We handle compliance and optimisation, letting you enjoy your retirement without the constant worry.
Access to Valuable Resources: our expertise gives you access to a treasure trove of resources and tools that can enhance your SMSF management. From advanced investment strategies to helpful educational materials, we’re here to support you in making informed decisions and optimising your fund’s performance.
Save Time and Effort: managing an SMSF can be time-consuming. By partnering with us, you free up valuable time and energy. We take care of administrative tasks, compliance checks, and reporting, so you can focus on your life without the extra burden.
