Self- Managed Superannuation Funds

Self-managed super funds are becoming more popular and they can be financially beneficial, however the reality of setting up and administering your own super fund is more complex than most people realise.

Read up on the significant changes to superannuation taking place from 1 July 2017

BDH Leaders through The Leaders Investment Manager Pty Ltd (AFSL 240076), offer end-to-end SMSF services to help you get set up, manage and administer your SMSF.

• Fund establishment – we help you get it right from the get-go
• Fund reporting and administration – find out how your fund is tracking and let us take care of the administration
• Trustee obligations – trustee obligations change, we make sure you are up-to-date
• Trust deed services – our legal arm make sure you are compliant
• Taxation and audit – GST, BAS, taxation and IAS returns can all be taken care of
• Technical strategy assistance – No matter what your stage of life, we advise you on how to structure your SMSF to reach your financial goals
• Fix-it service – We can fix SMSF issues such as missing documentation, non-compliance (where possible) and messy strategies.