Why set up a Self Managed Super Fund?
Why set up a Self Managed Super Fund?
Complete control over your Investments
A self-managed super fund (SMSF) is a private super fund that
you manage yourself. With a SMSF you can benefit from
including multiple members and leveraging debt to
accelerate your wealth for retirement.
Our Tax & Accounting services are designed to help investors
fast-track their wealth and maximise their returns.
Choose your own
investments
Pool your super
with a partner
Leverage debt
Accelerate your
retirement wealth
Complete control over your Investments
A self-managed super fund (SMSF) is a private super fund that you manage yourself. With a SMSF you can benefit from including multiple members and leveraging debt to accelerate your wealth for retirement.
Our Tax & Accounting services are designed to help investors fast-track their wealth and maximise their returns.
Choose your own
investments
Pool your super
with a partner
Leverage debt
Accelerate your
retirement wealth
SMSF Facts
SMSFs hold the largest share of assets in the superannuation industry.
As of March 2024, the total value of SMSF assets was approximately $933 billion.
SMSF Facts
The average SMSF holds assets
worth over $1.4 million.
SMSF Facts
The average balance per SMSF member
is approximately $700,000.
SMSF Facts
You’ll pay only 10% Capital Gains Tax on the sale of your
SMSF investment property held for over 12 months.
Use your SMSF to invest in property
SMSFs can use borrowed funds to invest in properties, subject to certain restrictions. This strategy leverages debt to potentially increase wealth through compounded returns.
Consider the following example:
- Option 1: Invest $100,000 directly in shares.
- Option 2: Use $100,000 as a 20% deposit to buy a $500,000 investment property, with the remaining amount financed through debt.
The accompanying graph compares the gross asset value of shares versus property over time, assuming a 7% growth rate for both assets. Note, it does not consider rental income, gearing, dividends, and other initial costs like stamp duty.
Use your SMSF to invest in property
SMSFs can use borrowed funds to invest in properties, subject to certain restrictions. This strategy leverages debt to potentially increase wealth through compounded returns.
Consider the following example:
- Option 1: Invest $100,000 directly in shares.
- Option 2: Use $100,000 as a 20% deposit to buy a $500,000 investment property, with the remaining amount financed through debt.
The accompanying graph compares the gross asset value of shares versus property over time, assuming a 7% growth rate for both assets. Note, it does not consider rental income, gearing, dividends, and other initial costs like stamp duty.
SMSF Facts
SMSFs hold the largest share of assets in the superannuation industry. As of March 2024, the total value of SMSF assets was approximately $933 billion.
SMSF Facts
The average SMSF holds assets worth over $1.4 million.
SMSF Facts
The average balance per SMSF member is approximately $700,000.
SMSF Facts
You’ll pay only 10% Capital Gains Tax on the sale of your
SMSF investment property held for over 12 months.
Seamless SMSF setup and compliance
with Australia's leading tax experts.
Our team of Tax & Accounting specialists will help you
gain control over your Super investments.
Seamless SMSF setup and compliance with Australia's leading tax experts.
Our team of Tax & Accounting specialists will help you gain control over your Super investments.
The FTC Difference
The FTC Difference
Fast-track building SMSF wealth using
our expert Taxation Strategies
We have a wealth of experience in providing comprehensive tax preparation & compliance services for investors. Our team is well-versed in the intricacies of tax laws and regulations, and we are committed to helping you meet your compliance obligations while minimising your tax liability.
In addition, we can assist in the structuring/forming of Self-Managed Super Funds (SMSF), as well as managing the ongoing compliance that goes along with it.
SMSF Setup & Corporate Compliance Inclusions
Management of annual audit
SMSF reporting
ASIC annual compliance and review
Administration management
Preparation of minutes
Fast-track building SMSF wealth using our expert Taxation Strategies
We have a wealth of experience in providing comprehensive tax preparation & compliance services for investors. Our team is well-versed in the intricacies of tax laws and regulations, and we are committed to helping you meet your compliance obligations while minimising your tax liability.
In addition, we can assist in the structuring/forming of Self-Managed Super Funds (SMSF), as well as managing the ongoing compliance that goes along with it.
SMSF Setup & Corporate Compliance Inclusions
Management of annual audit
SMSF reporting
ASIC annual compliance & review
Administration management
Preparation of minutes
Setting up and managing your SMSF with FTC gives you access to:
Setting up and managing your SMSF with FTC gives you access to:
Local Australian
Team
You can speak directly with
our team when you need.
We never outsource any of our
services overseas – the data you
give us, stays with us.
Chartered Accountants
& Registered Tax Agents
We’ve got more to offer SMSF
clients than just setup and
compliance.
Property Investment
Experts
Being property investors
ourselves we are able to help
you leverage your SMSF
investments.
Easy Setup
& Compliance
We employ the highest
quality systems and processes
to ensure your SMSF runs
smoothly.
Local Australian
Team
You can speak directly with our team when you need. We never outsource any of our services overseas – the data you give us, stays with us.
Chartered Accountants
& Registered Tax Agents
We’ve got more to offer SMSF clients than just setup and compliance.
Property Investment
Experts
Being property investors ourselves we are able to help you leverage your SMSF investments.
Easy Setup
& Compliance
We employ the highest quality systems and processes to ensure your SMSF runs smoothly.
Everything you need on your SMSF journey
Everything you need on your SMSF journey
SMSF Establishment (One-off setup fee)
Prices are inclusive of GST
Establishment of SMSF
Bare/Custodian Trust setup
(Only required if purchasing property)
$4,500
$2,750
SMSF, trust deed & trustee company created
ABN & TFN set up for your SMSF
Bank account and /or trading account setup
ASIC and Govt. fees are all covered
SMSF Establishment (One-off setup fee)
Prices are inclusive of GST
Establishment of SMSF
Bare/Custodian Trust setup
(Only required if purchasing property)
$4,500
$2,750
SMSF, trust deed & trustee company created
ABN & TFN set up for your
SMSF
Bank account and /or
trading account setup
ASIC and Govt. fees are all covered
SMSF Compliance Management Tiers (Annual fee)
SMSF Compliance Management Tiers
(Annual fee)
Bronze SMSF
Package
$3,500/year
Price inclusive of GST
Overseeing all SMSF activity is compliant
with ATO and ASIC regulations
Preparation and provision of income tax
return statements and audits
Establishment and registration of SMSF
deed
- Statement of financial position
- Profit and loss statement
- Member statements
- Investment reports
- Trustee resolutions and minutes
- Annual return and independent audit
- Creation of generic investment guidelines
- Provision of SMSF investment guide
- SMSF investment guidelines strategy pack
- Maintenance of data using secure platforms with two-factor authentication
(2FA). - 100% onshore data management. Your data stays in Australia.
Silver SMSF
Package
$3,650/year
Price inclusive of GST
Overseeing all SMSF activity is compliant
with ATO and ASIC regulations
Preparation and provision of income tax
return statements and audits
Establishment and registration of SMSF
deed
- Statement of financial position
- Profit and loss statement
- Member statements
- Investment reports
- Trustee resolutions and minutes
- Annual return and independent audit
- Creation of generic investment guidelines
- Provision of SMSF investment guide
- SMSF investment guidelines strategy pack
- Maintenance of data using secure platforms with two-factor authentication
(2FA). - 100% onshore data management. Your data stays in Australia.
- Management of all ASIC fee obligations
- Yearly review of ASIC documents
- Enjoy increased privacy with a private SMSF registered address
- We handle all the communications that require a physical location (paperwork, mailing, etc) while you focus on maximising your investments
- ATO documentation prepared on your behalf
- ASIC documentation prepared on your behalf
Gold SMSF
Package
$8,800/year
Price inclusive of GST
Overseeing all SMSF activity is compliant
with ATO and ASIC regulations
Preparation and provision of income tax
return statements and audits
Establishment and registration of SMSF
deed
- Statement of financial position
- Profit and loss statement
- Member statements
- Investment reports
- Trustee resolutions and minutes
- Annual return and independent audit
- Creation of generic investment guidelines
- Provision of SMSF investment guide
- SMSF investment guidelines strategy pack
- Maintenance of data using secure platforms with two-factor authentication
(2FA). - 100% onshore data management. Your data stays in Australia.
- Management of all ASIC fee obligations
- Yearly review of ASIC documents
- Enjoy increased privacy with a private SMSF registered address
- We handle all the communications that require a physical location (paperwork, mailing, etc) while you focus on maximising your investments
- ATO documentation prepared on your behalf
- ASIC documentation prepared on your behalf
- Analysis of SMSF performance
- Analysis of individual personal tax position
- Creation of SMSF tax plan
- Creation of a personal tax plan
- Overview of financial position
- Overview of SMSF/personal financial performance
- Advising on opportunities and obligations under taxation law
- Analysis of tax minimisation opportunities
- A plan for executing proposed tax plan for both SMSF and Individual
Ready to gain complete control over your Super Investments?
Before acting on any information, consider its appropriateness and the financial product’s nature in relation to your
objectives, financial situation, and needs. Please note that FTC does not offer financial advice.
Ready to gain complete control over your Super Investments?
Before acting on any information, consider its appropriateness and the financial product’s nature in relation to your objectives, financial situation, and needs. Please note that FTC does not offer financial advice.
Investing is easy with FTC
STEP 01
Client Qualification
Provide us your details so we can better understand your requirements.
Get Started
STEP 02
Discovery Session
If we’re a good fit, schedule a discovery call to deep dive into your goals and challenges.
STEP 03
Client Onboarding
Ready to go, we kickstart onboarding and officially commence the journey with us.
STEP 04
SMSF Setup and Maintenance
Your SMSF is set up and remains ASIC compliant, ensuring all future paperwork is filed on time.
Provide us your details so we can better understand your requirements.
Get Started
If we’re a good fit, schedule a discovery call to deep dive into your goals and challenges.
Ready to go, we kickstart onboarding and officially commence the journey with us.
Your SMSF is set up and remains ASIC compliant, ensuring all future paperwork is filed on time.
FAQs
As Tax & Accounting experts, we empower your SMSF to accelerate wealth growth by leveraging our deep industry knowledge. Our tailored services help you strategically utilise equity, optimise tax benefits, and craft a long-term investment strategy. Designed specifically for investors, we provide the insights you need to fully understand and maximise your returns.
Yes! You are able to contact us anytime via phone or email during our business operating hours.
Tax laws and regulations are constantly changing. We stay up to date through professional development and continuing education courses, tax and accounting publications, professional organisations, and direct contact with the Australian Taxation Office (ATO). Our team works closely together to share knowledge and skills, and we’re proud of our commitment to learning new things so that we can provide our clients with the best service possible.
You can use your SMSF to purchase investment properties provided the fund has serviceability. However, some lenders may require SMSFs to maintain a certain level of liquidity and may not allow 100% of the fund to be solely invested in property.
Please note that our practice is not a financial advisory firm. Whilst we provide specialised tax and planning services for investors, we do not provide financial or investment advice.
Seamless SMSF setup and compliance
with Australia's leading tax experts.
Our team of Tax & Accounting specialists will help you
gain control over your Super investments.
Seamless SMSF setup and compliance with Australia's leading tax experts.
Our team of Tax & Accounting specialists will help you gain control over your Super investments.