Self Managed Super Fund Advisory

Effective superannuation strategies are essential to achieving and maintaining a comfortable level of retirement. Our team at Lead Partners have a wealth of experience in Superannuation, in particular with Self-Managed Superannuation Funds (SMSFs). 

Explore our services below to find out what our team can do for you:

Self Managed funds

• Establishing a Self Managed Super Fund (SMSF)
• Establishing Limited Recourse Borrowing Arrangements
• Structuring advice using self-managed super funds
• Assist in navigating complex legislative framework
• SMSF compliance reviews & advice
• Preparing annual financial statements
• Preparing annual return for lodgement
• Maintaining accounting & investment records
• 24/7 online access to your SMSF transactions through BGL Engage
• Managing quarterly taxation obligations (where required)

Structuring & Strategy advice

• Structuring advice fit for compliance purposes
• Maximise your retirement savings through the implementation of intelligent strategies to boost contributions
• Help increase the tax effectiveness of your retirement plan
• Assisting trustees undertake transactions when required

Retirement & estate planning

• Taxation of pension and lump sum benefits
• Taxation of funds, before and after retirement
• Assistance with implementation of pension strategies