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Self Managed Super Funds SMSF Ferrari Gardner Accountants

Let us help you be in control of your superannuation, a Self-Managed Super Fund (SMSF) gives you the freedom to invest in assets you know and understand best. As a trustee of your own SMSF, you can control where your retirement savings are invested.

We can help you with:

  • Establishment of your fund
  • Compliance requirements
  • Access to current and relevant information

Establishment of your fund

Once you’ve decided that a SMSF is the right option for you, it is important to understand the necessary steps to establishing your fund.

  1. Establish a trust
  2. Signing the trust deed
  3. Sign a trustee declaration
  4. Lodge an election with the regulator
  5. Open a cash account

Ferrari Gardner will ensure that the set up process of your SMSF runs smoothly and with our up to date knowledge and expertise we will offer the solution that suits your situation the best.

Compliance requirements

SMSF compliance is an important aspect of running your own self-managed superfund. You must follow special rules when establishing and running a SMSF, including meeting your recording and reporting obligations, administrative requirements and managing tax reporting and payment obligations. Even when investing your super money you must follow special rules.

SMSF compliance is especially important when running a SMSF pension because you have to ensure you make minimum pension payments each year, while also complying with the administration and reporting requirements imposed on SMSFs.

Access to current and relevant information

At Ferrari Gardner we undertake regular training to ensure that our knowledge is up to date and current. Annually, Ferrari Gardner will provide for you a full set of financial reports, tax returns and any other relevant documentation required for your fund.

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Our service can be customised to suit your needs and contact us today regarding your SMSF queries.

General Advice Warning

This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.

Merit Wealth

Ferrari Gardner Pty Ltd (ASIC No. 1244804) ABN 84 074 432 652 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Janelle Toole (ASIC No. 1244799) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Victoria Pigram (ASIC No. 1244796) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

 Nathaniel O’Brien-Pyke (ASIC No. 1244803) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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