Build your wealth and protect your retirement
SMSF Setup and Strategic Advice.
If you’re looking for more control and flexibility to plan your financial future, why not consider a self-managed superannuation fund (SMSF)?
Makari and Co have been active in establishing self-managed super funds that are suited for investors who want greater control over the operation, management and investment strategy of their superannuation assets.
An SMSF generally delivers increased investment choice and control while allowing members greater access to generous tax concessions. Our goal is to provide you with the flexibility to allow your fund to participate in a range of complying investment opportunities available.
Establishment & Administration of your SMSF
The administration and compliance of your SMSF is very important. We can help you with establishment, including all the requisite information to establish your SMSF.
Tax Concessions
Your SMSF fund will either be in accumulation or pension phase. During the accumulation phase, your fund earnings are typically taxed at a maximum of 15%, and the tax is reduced further for funds obtaining the benefits of imputation credits. If your fund is in the pension phase, no tax is payable on the income and capital gains on assets used to fund pension payment. Never has it been more attractive to use super as an effective tax planning tool combined with asset protection benefits.
We believe in empowering our clients with the tools and the latest information and know-how to help them take control of their superannuation and make informed decisions for their future.
Our service can be customised to suit your needs and contact us today regarding your SMSF queries. We invite you to book an introductory consultation to discuss your superannuation needs.
