Self Managed Super Funds
Take the stress out of managing your own super
We equip you with the knowledge and tools you need to take control of your self managed superannuation fund.
Helping you control your own super power
There is a lot to consider when deciding whether a self managed superannuation fund is the right choice for you.
You need to assess your financial situation and work out the potential benefits of managing your own super. You need to understand the administration and compliance requirements you will need to meet, and plan for their ongoing management. And you need to be aware of the time and effort required to manage your own fund and be comfortable making that commitment.
You also need the support of experienced SMSF accounting and tax experts, like Rogers Lean & Co. We can assist with everything from correctly setting up your self managed super fund to managing ongoing auditing and reporting requirements.
We work with a wide range of clients, from tradespeople and small business owners to experienced investors.
We also have extensive experience supporting every step of the SMSF process, explaining what needs to be done and how to do it.
We tailor our self managed super fund support to suit your unique requirements. Common services we provide include:
- Helping you understand the potential implications of establishing a self managed superannuation fund
- Preparing all required documentation
- Coordinating registration of funds with ASIC and the ATO
- Establishing the structures required to purchase property, commercial premises, and other asset classes as investments
- Reviewing the structure of your investments to ensure they meet legislative requirements
- Coordinating audit, actuarial, and TBAR requirements
- Monitoring contributions, ensuring compliance with relevant thresholds
- Monitoring pension drawdowns, ensuring compliance with minimum payment requirements
- Tracking transactions and reporting portfolio performance
- Preparing financial statements and other relevant paperwork
- Lodging annual tax returns, PAYG instalments, and GST registration
Why choose Rogers Lean & Co
- Independent – Impartial analysis you can trust
- Personal – Services tailored to your needs
- Accessible – Communication you can understand
- Local – Expertise you can rely on
Take the stress out of managing your own super
Whether you want to set up a self managed super fund, or need assistance managing your ongoing administrative obligations, Rogers Lean & Co can help.
Contact our friendly team today to discuss how our services could work for you.