Setting up SMSF in Perth

Setting up a Self-Managed Super Fund can be the smartest financial choice you’ll ever make. Self-Managed Super Funds allow strategic investors to manage their own retirement dollars. Day to day, SMSF managers are empowered with the ability to make decisions that will most benefit their specific financial profiles, retirement needs and risk preferences and provide for investment opportunities that traditional super funds can’t.

SMSF setup doesn’t have to be overwhelming or time consuming. Everstone’s SMSF experts can streamline the process of setting up of your SMSF– all from our Perth office.

Ensuring that your SMSF is properly documented at formation and regularly updated will help you get the most out of your SMSF and avoid unnecessary headaches. Perhaps the biggest endorsement we receive for this service is the number of other accounting firms referring their SMSF clients to us.

Our formation and deed upgrade service will ensure that your SMSF is up to date with current legislation and will accommodate the latest in SMSF strategies.

ASIC removed the exemption for accountants to provide advice in this area in July 2016 and you should consult a suitably licensed expert. SMSF setup isn’t something that you want to get wrong. Our advisors can assist with your SMSF setup needs even when your accountant cannot.

If you’re up for the SMSF challenge, Everstone’s friendly, licensed professionals are here to do everything we can to make yours a success.

At Everstone Group, we can assist you with any or all of the following, and then some:

  • Structuring your SMSF fund
  • Rolling over any existing funds
  • Assigning and registering trustees
  • Creating a SMSF bank account and trust deed
  • Registering with the ATO
  • Guidance on the Sole Purpose test
  • Establishing your fund’s procedures, from setup to wind up
  • Explaining ASIC and ATO compliance
  • Providing you with strategies and options for keeping atop of changing Super regulations
  • Securing any needed insurance for your SMSF members
  • Planning for transition into retirement and beyond

Our dedicated SMSF services include:

SMSF Advice

SMSF Setup

SMSF Administration

SMSF Lending

SMSF Tax Consulting

SMSF Property Investment

Why choose Everstone?

Ensuring that your SMSF is properly documented at formation and regularly updated will help you get the most out of your SMSF and avoid unnecessary headaches. At Everstone Group, our team of SMSF experts can assist you with your SMSF setup process – all from our Perth office. Our formation and deed upgrade service will ensure that your SMSF is up to date with current legislation and will accommodate the latest in SMSF strategies.

As of July 2016, ASIC has removed the exemption for accountants to provide advice in this area. Our licensed advisors can assist you with your SMSF setup needs even when your accountant cannot. Perhaps the biggest endorsement we receive for our SMSF setup service is the number of accounting firms using it for their clients.

At Everstone Group we pride ourselves on being the SMSF experts in Perth. Our SMSF group director, Amanda Chick, is one of only a select few SMSF advisory professionals to be recognised as having spent 10+ years as a member of the prestigious SMSF association. Our SMSF team offers a world class body of knowledge and is dedicated to our clients’ super fund success.

We look forward to helping you set up your SMSF right – from the start. Please feel free to contact us on 08 9287 2117 for a free initial consultation either in person or over the phone.