Self Managed Superannuation Funds

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual.  From 1st July, 2016, advice about superannuation must be provided through an Australian Financial Services Licence.

In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, BG&O Business Services Pty Ltd T/A Brackenbury Green & Owen has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) - the Australian Financial services Licence of the National Tax and Accountants' Association Ltd (NTAA).

SAN supports our practice in providing advice regarding: 

• Establishing self-managed superannuation funds
• Contribution strategies (amounts, types, withdrawal and recontribution)
• Pension strategies (account based and transition to retirement)
• Transfer of business real property into superannuation
• Withdrawals, commutations and death benefit payments
• Limited Recourse Borrowing Arrangements
• Provision of an asset class investment strategy (based on an assessment of your risk profile)
• Winding up of SMSFs

The person at this practice authorised by SAN to provide superannuation and self managed superannuation fund advice is:
Shirley Green - Authorised Representative No. 124 4094

SMSF Accounting Services we offer include:

• Completing information for the Insurance and Superannuation Commissions
• Arrange Superannuation Audits (outsourced for independence)   
• Advice on taxation benefits
• Preparation of specialised SMSF financial accounts (using Desktop Super software)
• Preparation and lodgement of SMSF Tax Returns
• Management and preparation of compliance and pension documentation

If you have any questions in relation to your superannuation, please ask to make an appointment to speak with us.

Click here to view our Financial Services Guide - Part 1
Click here to view our Financial Services Guide - Part 2

The SMSF Advisers Network Pty Ltd is an Australian Financial Services Licensee (No.430062), and is a fully owned subsidiary of the NTAA.

The NTAA has been a leading provider of education for accountants for over 20 years, delivering specialist knowledge in taxation issues and Self Managed Superannuation Funds.  Our practice is pleased to be a member of this association, and benefits from the education they provide.

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