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Self-Managed Super Fund (SMSF) Services
Protect your wealth and maximise your retirement. The right SMSF helps you take control of your super and make the most of what you've built.
A Full, Holistic SMSF Service
Ascentium provides a full and holistic accounting and advisory service around superannuation and self-managed super funds, from establishing the fund through to retirement and succession.
SMSFs are complex and highly regulated, so we support clients to manage tax and compliance and make the most of their wealth right throughout retirement.
Is an SMSF Right for You?
An SMSF lets you take control of your retirement savings and make strategic decisions about your wealth. There's no wrong time to start thinking about your superannuation - the earlier you plan, the more valuable options stay open to you. We work with individuals and business owners at any stage who want to take a more active role in growing their super.
A Reward for Hard Work
For the right individuals, we help you to establish an SMSF and take control of your financial destiny.
Complex and Highly Regulated
SMSFs are complex and highly regulated, and the quality of support can vary greatly, so specialist expertise matters.
Plan Early
Retirement regulations change constantly. Early planning helps you navigate those changes and make informed decisions about when and how to start.
A Reward for Hard Work
For the right individuals, we help you to establish an SMSF and take control of your financial destiny.
Complex and Highly Regulated
SMSFs are complex and highly regulated, and the quality of support can vary greatly, so specialist expertise matters.
Plan Early
Retirement regulations change constantly. Early planning helps you navigate those changes and make informed decisions about when and how to start.
How We Manage Your SMSF
Our approach is personal - we bring the same high standard of service to managing your personal wealth as we do across every client relationship, handling SMSF seamlessly from setup through to ongoing compliance.
Our AFSL No. 511440
Establish the SMSF
We set up the fund correctly from the outset, including the trust deed and supporting structure.
Support with Account Opening and Investment Portfolio
We make introductions to wealth managers where needed and liaise with third parties to help facilitate account opening with banks.
Maintain Ongoing Compliance
Ensuring that you’re meeting the compliance and regulations of an SMSF and staying up to date with regulatory changes.
Prepare Statements and Coordinate the Audit
We prepare your financial statements and tax return and coordinate the independent annual audit the fund requires.
SMSF Advisory
We provide advice on retirement and contribution strategies and ensure your investment transactions meet regulatory requirements.
What Our SMSF Service Covers
SMSF Establishment
Financial Statements and Tax Return
Annual Audit Coordination
ATO Liaison and Communication
Retirement Phase Obligation Strategy
Death Benefit Nominations
Why Choose Ascentium
We bring a personal approach and the same high standards across our client relationships to your personal wealth.
Our team consists of qualified accountants and we hold a limited AFS licence to provide SMSF advice.
Your SMSF sits within our wider ecosystem of services, so superannuation, tax, and your business affairs work together seamlessly.
We can guide you through the investment options available, ensuring that you are working with the right people and regulations and can introduce you to the right licensed advisers where needed.
Our team is always available to answer questions and provide guidance throughout the life of your fund.
Take Control of Your Superannuation
Practical SMSF support across establishment, administration and compliance, shaped around your long-term goals.
Frequently Asked Questions (FAQs)
A self-managed super fund is a private superannuation fund that you manage yourself. It lets you control your retirement savings and make strategic investment decisions. Ascentium can help you establish and maintain your SMSF, ensuring compliance with all regulatory requirements.
SMSFs typically suit individuals who are looking to grow their super with more control than Public Offer Funds. Whether an SMSF is right for you depends on your circumstances, and our team can guide you through the eligibility and setup process.
We offer a comprehensive range of services, including establishing the SMSF, maintaining pension and contribution strategies, preparing financial statements, liaising with the ATO including lodgement of the SMSF Tax Return, Activity Statements, TBAR and Release Authorities and coordinating the annual audit, ensuring ongoing compliance.
In some circumstances, yes. If you are looking to purchase property through your SMSF, we can introduce you to the right advisers and help ensure the process is compliant with all regulatory elements, and we can help develop and review your investment strategy so it aligns with your goals.
In some circumstances, yes. If you are looking to purchase property through your SMSF, we can introduce you to the right advisers and help ensure the process is compliant with all regulatory elements.
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