Self-Managed Super Funds (SMSF)
Self-managed super funds (SMSFs) are a popular option for those wanting more control over their retirement savings. At Ledgr, we help you set up and manage your SMSF, ensuring it’s compliant with all legal requirements and tailored to your retirement goals.
Service Details:
- SMSF Setup & Administration: We assist in establishing your SMSF, ensuring all necessary steps are completed, from trustee appointments to fund registration.
- Compliance and Auditing: We provide ongoing SMSF compliance services, including audits to ensure the fund is managed in accordance with superannuation laws.
- Investment Advice: Even though accountants can’t provide investment strategy advice, we are partnered with an expert financial advisory company, SmartMove Advice, who assists our clients.
- Reporting & Record Keeping: We assist with the preparation and lodgement of your SMSF’s financial statements, ensuring all reports are in line with regulatory requirements.
Why You Need This:
- Complete control over your retirement savings.
- Tailored investment strategies to match your retirement goals.
- Expert advice on managing compliance and avoiding costly penalties.
