SMSF Expert in Brisbane
At IMAAA, we can provide you with professional advice in relation to your self-managed superannuation fund (SMSF).
Our SMSF Services
- • Assistance with fund establishment, running or closing a fund
- • Annual compliance and administration
- • Advice and assistance with reporting requirements and legislation
Managing a SMSF
There are serious obligations around running your own super fund. It is generally governed by the trust deed, which is a legal document setting out the rules, rights and obligations. The main rule that a SMSF is driven by is the 'sole purpose test', which essentially means that a super fund needs to provide retirement benefits to its members i.e. The funds cannot be used in a personal capacity, the funds can only be used by the super fund for the benefit of its members (in retirement).
What can a super fund invest in?
This advice is general in nature. However, with a set of rules imposed, it can invest in a business, collectables, shares, managed funds, residential and commercial property (all being arm's length transactions) etc. Once again the trustee/s or a financial planner can advise you on what the investment strategy is likely to be for the super fund, with insurance being an important aspect to consider. The investment strategy can and should change from year to year depending on age, anticipated needs of dependants, liquidity, asset spread etc.
SMSF Setup & Structure
- • Trust deed preparation
- • ABN and TFN registration
- • Bank account setup
- • Investment strategy development
- • Compliance framework
Annual Compliance
- • Financial statements preparation
- • Annual tax returns
- • Audit coordination
- • Member statements
- • ATO reporting
Investment Support
- • Investment strategy reviews
- • Property acquisition advice
- • Share portfolio management
- • Asset allocation guidance
- • Risk assessment
Pension Phase
- • Pension commencement
- • Minimum payment calculations
- • Tax-free income streams
- • Estate planning
- • Beneficiary nominations
Why Choose IMAAA for Your SMSF?
✓ Experienced SMSF Specialists: Over 25 years managing self-managed super funds for Brisbane clients
✓ Comprehensive Service: From setup to annual compliance to wind-up - we handle it all
✓ Compliance Focused: Stay on the right side of ATO regulations with our expert guidance
✓ Investment Expertise: Strategic advice to help your super fund grow
✓ Competitive Pricing: Transparent fees with no hidden costs
Important Note:
SMSFs are complex structures that require active management and ongoing compliance. We recommend seeking professional advice to determine if a SMSF is right for your circumstances.
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