Superannuation

Sztainboks are well placed to provide comprehensive Self-Managed Super Fund (SMSF) services with full time accounting staff that specialise in all aspects relating to Self-Managed Super Funds, including an Accredited Specialist advisor of the Self-Managed Super Fund Professionals' Association of Australia (SPAA).

We can arrange for:

  • The establishment of your Fund;

  • Ongoing administration and compliance of your SMSF;

  • Assistance with the transfer of benefits from other accounts to your SMSF;

  • Accounting for all types of Self-Managed Super Funds.

Do-it-yourself super via a Self-Managed Super Fund is becoming an increasingly popular choice for people who want to have control of how their superannuation funds are invested. Rather than relying on someone else to make investment decisions (like in a pooled fund) you are responsible and the trustee of your own fund.

The 2006 IFSA SMSF Trends Report 1 identified control as the number one reason for investors establishing a self-managed superannuation fund. Other surveys confirm this finding.

Having established a fund SMSF investor objectives include:

  • Control over investment decisions

  • Tax effectiveness

  • Fee management

  • Good investment returns

  • Capital stability

Once you have taken the step of establishing your own SMSF Sztainboks can provide advice and strategies to utilize the control you now have over your retirement funds and maximise the gains to be made. One such strategy could be the benefit of borrowing within the fund - such as transferring shares into a SMSF by way of a borrowing arrangement or acquiring shares in a loan.

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