Establishing a Self-Managed Super Fund (SMSF) can provide greater control over your retirement savings, offering flexibility, investment opportunities, and potential tax benefits. GMD Advisory specializes in setting up SMSFs that are tailored to your needs, guiding you through every step of the process—from legal compliance to ongoing administration. Our experienced team ensures that your SMSF is structured for success, so you can focus on maximizing your superannuation investments.
Benefits of a Self-Managed Super Fund
An SMSF provides unparalleled control over your superannuation, allowing you to make decisions that directly influence your financial future. Unlike industry or retail super funds, SMSFs enable you to select and manage your investments, including shares, property, and other assets. With the flexibility to design a portfolio that aligns with your financial goals and risk appetite, you also have the ability to borrow for property investments, providing more growth potential. GMD Advisory helps you tap into these advantages by guiding you through the SMSF setup and offering strategic advice for long-term success.
Trust Account Setup and Legal Compliance
At the core of every SMSF is a trust, and setting up the trust structure is a crucial first step. GMD Advisory ensures that all required SMSF documents—including the trust deed—are properly prepared and legally compliant. We work closely with trusted law firms to provide airtight SMSF charters and documents, ensuring your fund is in full compliance with the Australian Securities and Investments Commission (ASIC) and other regulatory bodies. In addition, we handle all necessary registrations, including obtaining an ABN, TFN, and GST registration (if applicable), so you can rest assured that your fund meets all legal requirements from day one.
Superfund Registration
When setting up your SMSF, it’s essential to ensure that the fund is registered with the appropriate authorities, in the right way, with all supporting documentation to ensure it remains a complying superfund – a requirement for tax concessions, employer contributions and managed investment. GMD Advisory takes care of all the required paperwork and processes for you, ensuring your fund is correctly registered with the ATO and ASIC. Our team regularly audits our SMSF processes to guarantee proper establishment and regulation, giving you peace of mind that your superannuation is compliant with Australian law.
Rolling Over Existing Super Funds
Already have funds in another superannuation fund? Whether you’re transitioning from an industry fund, retail super fund, or another SMSF, GMD Advisory makes the rollover process smooth and seamless. We provide comprehensive assistance in transferring your existing superannuation balances to your new SMSF, ensuring that the process is completed in accordance with regulatory requirements while minimizing any disruption to your investments.
Unlocking Growth Potential: Borrowing and Property Investment
One of the unique advantages of an SMSF is the ability to borrow for property investment—something not available through traditional super funds. This can offer significant growth potential, allowing you to diversify your SMSF portfolio by including real estate. GMD Advisory offers strategic insights into property investments and borrowing options, ensuring that your SMSF is structured to maximize returns while remaining compliant with relevant legislation. With the right strategy, your SMSF can become a powerful vehicle for growing your retirement savings.
Set Up Your SMSF with GMD Advisory
Setting up a Self-Managed Super Fund is a significant step, and the experienced team at GMD Advisory is here to guide you through every detail. From ensuring legal compliance to assisting with rollover and investment strategies, we are committed to helping you build a fund that aligns with your financial goals.
Contact Us Today to learn more about setting up an SMSF or for personalized advice tailored to your retirement plans. Let’s take the first step towards securing your financial future together.