SMSF Setup Sydney NSW

How to Set up an individual Self-Managed Super Fund

Effective business owners in Sydney are now reclaiming power over their retirement with self managed superannuation funds. SMSF’s can lower your tax debts and maximise financial returns in order to achieve financial independence.

Sydney SMSF Advisor

BV Tax Law Financial Accountants can care for all the administration, accounting and taxation, compliance, and the annual SMSF auditing, so you can enjoy your time focusing on investing for your future.

What is a self-managed superannuation fund?

A self-managed super fund (SMSF) is a legal structure that maintains a person’s retirement savings however which is managed closely by that person, as opposed to an industry super fund or employer operated superannuation fund. An SMSF can give you better control over your financial future, allowing you many more investment options.

What is the minimum amount for a SMSF?

It’s also necessary to bear in mind, that our team generally advise clients have a minimum of $300,000 in combined retirement assets before considering setting up an SMSF.

financial advisor can plan your smsf investments

SMSF Set-up Costs Sydney

What’s included when you set up your self-managed super fund

Set up Fees (inc GST)

  • Individual SMSF account establishment (one-off fee) $495.
    • Fund establishment.
    • Trust deed.
    • Registration with ATO including ABN and TFN application.
  • Corporate Trust establishment fee ( if applicable) $715.

Setup SMSF for your Family.

You can set up a SMSF fund for yourself and up to three other people and combine your super balances. This may enable you to invest in assets of higher value in the fund , achieve significantly greater estate planning flexibility and reduce the running costs of the fund.

SMSF Accountant Sydney.

BV Tax Law Financial Sydney offers a wide variety of professional SMSF advice from its local award winning SMSF Experts. Our SMSF services are amongst the best in Australia . Our Sydney team can provide:

  • SMSF set up
  • SMSF structuring
  • SMSF borrowing and investing
  • SMSF administration, auditing and compliance.

SMSF Accounting Sydney SMSF Advice.

BV Tax Law Financial Sydney offers company accounting and advice, financial planning and SMSF advice to the Sydney, Berowra, Wahroonga, St Ives, Warrawee, Bobbin Head, Pymble, Killara, Linfield, Crows Nest, Wollstonecraft, Cammeray, Northbridge, Cremorne, Neutral Bay, Greenwich, Riverview and neighboring areas. Our firm provides particularly strong relationships with local business and high wealth individuals.

High Level Control Over Your Wealth

More flexible investment choice:
Through your SMSF, you can select from a larger range of investments including shares, some unlisted shares, residential, commercial and business property, and collectables especially artwork, stamps and coins.

SMSF Borrowing to Buy Property in you SMSF

Borrowing within that fund to enable the purchase of an investment property.
The regulations for super fund borrowing are stringent and it is essential that you talk to a qualified self managed super funds borrowing specialist before investing in property.
A few benefits of buying property within your SMSF;.

  • Zero capital gains tax (CGT) when you sell the property in retirement.
  • No income tax on rental income on retirement.
  • The loan is paid off using super contributions and rental income.
  • The assets in the SMSF are protected.

Buying your business premises with SMSF.

This buying structure is highly advantageous from a taxation and asset protection perspective and it is primarily for these reasons that SMSFs are such popular investment vehicles in Australia.

Prior to purchasing your own business premises, you should consult with your accountant, financial planner and mortgage broker to discuss all the relevant advantages and disadvantages in your circumstances.

prepare for retirement with your smsf

protect and secure your family in retirement
investing in property for self manager superannuation

Local SMSF Tax Advice

BV Tax Law Financial in Sydney, NSW is able to provide Control and Flexibility to your Super Fund. We can help you pool family assets, make active decisions to grow wealth for retirement and set up a strategy for your beneficiaries and their own later years.

Discover if self managed super is ideal for your situation.

Our planners and tax advisors can assist you to select investments and the structure of your super as needed, and to implement effective tax strategies.

How to Contact Us:

For more information on setting up self-managed super and planning for your retirement, please contact our Sydney SMSF financial advisors today. We service: Berowra, Wahroonga, St Ives, Warrawee, Bobbin Head, Pymble, Killara, Linfield, Crows Nest, Wollstonecraft, Cammeray, Northbridge, Cremorne, Neutral Bay, Greenwich, Riverview and surrounding areas as well.

Resource Links:

  • Business structuring Sydney
  • Tax Planning Sydney
  • Estate Planning Sydney
  • Charity Philanthropy Ethical Investing Sydney

For more BV Financial SMSF Advisors in NSW click here.

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Contact Us
BV Financial | Sydney Self Managed Superannuation Fund Advisors

Specialist SMSF Accounting Firm in Sydney NSW also servicing Berowra, Wahroonga, St Ives, Warrawee, Bobbin Head, Pymble, Killara, Linfield, Crows Nest, Wollstonecraft, Cammeray, Northbridge, Cremorne, Neutral Bay, Greenwich, and Riverview.
BV Financial Advisors Sydney are affordable accountants and legal advisors. Ask about if self managed super is the right choice for you. NSW specialists for SMSF property and loans for business and high wealth families. Call us for a free initial assessment

Serviced Area: Sydney, NSW, 2000

Phone: 1300 663 540
.