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Contact Us

Phone

03 9727 1277 

 

Email

admin@dcataxandfinance.com.au

 

Address

Shop 4/91 Brice Avenue

Mooroolbark, Vic 3138 

Self-Managed Superannuation Fund

  

Establishing a Self-Managed Super Fund

We can assist you in answering the many queries that surround you in the decision to take control of your retirement through the formation of your very own Self-Managed Superannuation Fund (SMSF).  As your Tax Accountant AND Financial Planner, not only will we set you up and get you going, but we will also guide you in:

  • How do these work?
  • How do you form one?
  • What positions are required and what are your responsibilities?
  • How much should you start with to attain maximum benefit?
  • Where do you invest?
  • Borrowing within your Fund through a Bare Trust
  • Insurances – what is necessary?
  • Investment Strategy guidance

Did you know your SMSF can purchase gold, art, coins, vintage cars and many other assets that could increase your future wealth?  BUT, did you know you cannot display the art in your home nor drive the vintage car until you retire?  Yes, that's right.  There are many laws associated with the assets of a SMSF.  Let us share these with you.

 

We will nurture you by annually reviewing your SMSF, its Assets and movements each time we prepare your Tax Return, and Financial Statements.  We will even organise the Audit of your SMSF each year on your behalf.

 

 

You are about to retire 

When you reach the stage in your life where you are ready to access your future and gently retire, as your Financial Planner, DCA will be right beside you throughout this exciting transition.