Self-Managed Super Funds

A goal without a plan is just a wish. We help you plan for the future, so you can have peace of mind knowing your super fund is well-managed.

With great power comes great responsibility. That’s why our dedicated team will handle the administrative burden that comes with navigating the complex landscape of compliance and regulations, when you’re an SMSF trustee.

SMSF Set Up

Looking to create a Self-Managed Super Fund but don’t know where to begin? Let’s get you started by taking care of the admin while we chat about the types of retirement investments that are best suited for you.

SMSF Tax Compliance

It’s really common to feel overwhelmed by the intricate regulations and ATO requirements of being an SMSF trustee. Our specialised team will not only clarify but simplify your responsibilities for you. We’ll also handle the preparation of your Annual Financial Statements, Tax Returns, Trustee Minutes and Member Statements. Now you can just feel…whelmed.

SMSF Audit

If the words annual-audit make you want to run for the hills, pick up the phone and call your friendly VERSA accountants. We’ll recommend trusted third-party auditors and take care of the communication, making the auditing process as easy and stress-free as possible for you.

FREQUENTLY
ASKED QUESTIONS

Why Choose VERSA Advisory for your SMSF Journey?

Embarking on a self-managed super fund (SMSF) is a significant decision, and at Versa Advisory, we’re here to assist you every step of the way. While we won’t dictate your investment choices, we excel in preparing essential documentation, including tax returns. Our expertise ensures that you navigate the intricate legislative and regulatory landscape seamlessly. With Versa, we strive to make your SMSF journey as smooth and compliant as possible.

Can you help me use superannuation to buy a property?

Certainly! Superannuation offers various investment options, including acquiring property. Whether you plan to purchase outright or secure financing, we can assist you in navigating this process. While we don’t provide direct advice on holding property in super, we collaborate closely with financial advisors, property specialists, and SMSF finance brokers to guide you through the acquisition and maintenance of your business premises. Your business goals are our priority, and we’re here to help you explore viable options within the framework of superannuation regulations.

How complicated is managing an SMSF?

The complexity of managing a Self-Managed Super Fund (SMSF) depends on your investments. Whether it’s dealing with cash or cryptocurrencies, we handle the tax side and guide you on superannuation rules. Keep in mind, SMSFs get audited regularly, so our assistance in maintaining clear documentation is crucial for a hassle-free experience.

Can you work with my existing financial advisor?

Certainly! We seamlessly collaborate with your current financial advisor to streamline the administration of your SMSF. If you’re in search of a financial advisor, we’re happy to recommend some excellent options. Our goal is to ensure a coordinated approach, leveraging the expertise of your financial advisor alongside our services for a comprehensive and well-managed SMSF.