Services
Self-Managed
Super Funds
We fully support our clients through the significant financial decision of starting or transitioning to a Self-Managed Super Fund (SMSF). We guide you through every step, offering insights into the advantages and challenges of managing your SMSF, ensuring you make informed choices about your retirement and investment opportunities. Our expertise in SMSFs allows for personalised, careful management tailored to your financial goals.
Your investments, your future, your way
Self-Managed Super Funds (SMSF) have many benefits for retirement and investment opportunities. Deciding to start or move into an SMSF is a significant financial decision and requires careful management. We give you our full support throughout the process and explain the pros and cons of what your SMSF can do for you.
Establishing your own SMSF has become a popular financial structure to take control of investments and build wealth for retirement.
They also offer an excellent vehicle for purchasing property whether it be for your business to operate from or that investment property that offers excellent long term growth for your retirement.
Creating and running an SMSF requires an understanding of superannuation legislation, which is complex and fraught with traps that could make your dream for the future quickly become a nightmare. The ATO itself recommends a professional SMSF advisor to be on board.
That’s where we step in to help you set-up and run your fund. By using us, you are getting a licensed SMSF advisor. This ensures that we keep up with the latest superannuation rules and government changes that may affect compliance. With our SMSF clients, we give insight into the range of services available and their suitability. An important part of being an accountant and an SMSF advisor is to develop a personalised, strategic plan for wealth and retirement goals.
We can help with
An SMSF can offer so many extra benefits rather than holding a portfolio of investments especially for business owners such as:
Whether you require just the annual compliance work completed or would prefer to have more active control of your fund, with up-to-date reports available, we can and are always happy to assist.
We utilise BGL Simple Fund 360 for the administration of your fund, meaning that you can get up to date reports and details of your fund with live bank feeds and daily share price information available.
General Advice Warning
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither GPS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
RAQ Pty Ltd (ASIC 1245407) ABN 27 080 306 958 is a Corporate Authorised Representative No. 1245407 of GPS Wealth Ltd.ABN 17 005 482 726, an Australian Financial Service Licence holder No. 254 544.
Please see below for further GPS Advice:
SMSF Business Enhancement
Talk to us about how an SMSF can be an integral part of your business structure.
SMSFs enable businesses to customise investments, offering asset protection, tax efficiencies, and direct control over financial futures, enhancing overall business strategy.
Enhancing Business Assets
SMSFs offer strategic benefits for businesses, including asset protection, tax advantages, and tailored investment opportunities to foster growth and security.
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