Setting up a Self-Managed Super Fund (SMSF) is a significant financial decision that allows you to control your retirement savings. However, with this control comes the responsibility of managing compliance, legal obligations, and investment choices. To ensure you make the right decisions and maximise your financial potential, it’s essential to have a clear roadmap.
This e-guide provides all the essential information and step-by-step guidance to help you confidently navigate the SMSF setup and management process.
Here is a brief overview of what this e-guide covers:
- Introduction to SMSF
- Different SMSF structures and how to choose the right one.
- Step-by-step guidance on setting up your SMSF, from appointing trustees to registering with the ATO.
- Managing life insurance through your SMSF for added financial protection.
- Types of contributions you can make and how to maximise tax benefits.
- Investment options, including property, shares, and collectables.
- Compliance rules for property investments and borrowing through your SMSF.
- Essential SMSF accounting, auditing, and compliance requirements for smooth management
- How does CleanSlate help simplify the process of establishing and managing an SMSF?
Download this e-guide now to gain control over your financial future and ensure you're on the right path to success.
Get the guide
Enter your information below to receive your free resource
Let’s talk about your accounting,
bookkeeping and advisory needs.
Book a call
We will give you a call to discuss about your finance at your convenient time.
Book a call
