Our knowledgeable, exclusive range administration technology enables us to manage personal portfolios and manage all aspects of a SMSF including maintenance of member balances, pension payments and associated reporting requirements. In recent years, self-managed superannuation funds (SMSFs) have become increasingly popular as they give you the opportunity to manage your own fund. As long as you are prepared to commit the time and accept the compliance responsibility, you are able to make the decisions about your retirement savings. However, keep in mind that an SMSF requires careful management to ensure it remains compliant with the numerous of regulatory and legislative requirements. It’s also important to regularly review your investment strategy to ensure it remains appropriate and keeps you on track to achieve your retirement goals.
At IIFS we have a dedicated team of superannuation professionals committed to servicing your Self Managed Super Fund (SMSF) compliance needs, as well as assisting you with your SMSF investments, strategies and structure advice.
Services include:
- SMSF Setup
- SMSF Investment Strategies / Structuring
- SMSF Accounting
- SMSF Audit
- Family Investment Planning