SMSF SPECIALISTS IN PERTH
Experience the Armada Difference
Managing an Self-Managed Super Fund (SMSF) gives you direct control over your retirement savings. Our team of SMSF accountants have extensive experience in guiding our clients on how they can effectively utilise their SMSF to maximise wealth and financially retire.
A Self-Managed Super Fund will allow you the flexibility to tailor your investment strategy so that it suits your unique financial goals and risk appetite. Our SMSF advisors are dedicated to providing personalised advice and support, ensuring that you understand your responsibilities and are able to make informed decisions.
SMSF SPECIALISTS IN PERTH
Experience the Armada Difference
Managing an Self-Managed Super Fund (SMSF) gives you direct control over your retirement savings. Our team of SMSF accountants have extensive experience in guiding our clients on how they can effectively utilise their SMSF to maximise wealth and financially retire.
A Self-Managed Super Fund will allow you the flexibility to tailor your investment strategy so that it suits your unique financial goals and risk appetite. Our SMSF advisors are dedicated to providing personalised advice and support, ensuring that you understand your responsibilities and are able to make informed decisions.
OUR SERVICES COVER EVERY ASPECT
We are able to assist with the SMSF setup and rollover process, guiding you through fund establishment, registration and ongoing administration.
Our services include the preparation of SMSF tax returns, ensuring all tax obligations are met promptly.
We manage Account Based, Allocated, and Complying Pensions, handling everything from initial setup to ongoing management, helping you to meet your retirement goals effectively.
Ensuring that your SMSF is structured to meet your estate planning needs. Our guidance on Binding Death Benefit Nominations helps to ensure the appropriate distribution of assets to your beneficiaries.
Buying a property through your self-managed super fund can strategically grow your wealth. It is important to receive the correct advice during the process of purchasing property within your SMSF and managing Limited Recourse Borrowing Arrangements (LRBAs) for real estate investments, ensuring compliance and proper structuring of your acquisitions.
Keeping your SMSF Trust Deed up-to-date is essential. We conduct SMSF Trust Deed reviews updates and are able to assist with superannuation trust deeds for more complex structures, such as pre-1999 Special Purpose Unit Trusts.
All SMSFs are required to undergo annual audits. Our registered SMSF auditors perform thorough audits to verify that your fund complies with relevant legislation. We prioritise accuracy and compliance to ensure your fund meets Australian Tax Office (ATO) requirements.
- Lump Sum Withdrawals
- Re-contribution Strategies to pass tax benefits down to your beneficiaries
We are able to provide dedicated support for Self-Managed Super Funds in Perth, ensuring your fund operates efficiently and remains compliant.
Whether you are looking to set up an SMSF, complete your SMSF tax return, or navigate complex investments, our team of specialists have the correct expertise to assist you.
Contact our team today to discuss how we can help with your Self-Managed Superannuation Fund.