Maxim is proud to provide a holistic approach when servicing clients, and strongly believes in the benefits of a Self Managed Super Fund (SMSF) and the role it plays within a wealth creation strategy.

SMSFs can increase control over invested funds, widen investment choice and provide flexibility in the payment of retirement benefits. Other benefits include;

  • Asset protection
  • Investing in direct property
  • Investing in business real property such as your business premises
  • Planning tax management on invested income and capital gains
  • Greater flexibility in managing pensions including account based pensions and transition to retirement income streams

Alongside the above, the ability to invest in a broader range of assets not otherwise possible in traditional superannuation funds and the tax benefits available make SMSFs a key tool in long-term wealth creation goals.

Maxim boasts a specialist superannuation team run by Kerry Cumming, who is a SMSF Specialist Advisor. With Kerry’s expertise involving SMSFs, Maxim can provide you with the following services;

  • Assistance with the establishment of your SMSF, including all required registrations
  • Advice on the responsibilities of the trustee
  • Ongoing advice on SMSF compliance matters
  • Taxation advice surrounding contribution strategies
  • Taxation advice surrounding retirement planning
  • Administration of limited recourse borrowing arrangements
  • Assistance with superannuation estate planning strategies
  • Preparation of annual financial statements, income tax returns and business activity statements
  • Preparation of annual members statements
  • Facilitating the annual SMSF audit

You should consult an appropriately qualified financial adviser with an Australian Financial Services Licence before setting up an SMSF. Maxim can refer clients to a trusted financial advisor to decide if a SMSF is right for them.