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Superannuation

Operating a Self-Managed Superannuation Fund (SMSF) is increasingly becoming the preferred choice for Australians to invest their super contributions and secure a comfortable retirement. However, managing SMSFs can be complex due to stringent regulations imposed by the ATO, which are crucial for enjoying advantageous tax treatment on income generated by the SMSF.

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At CFG, we offer comprehensive assistance to address various SMSF requirements, including:

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  • Superannuation Fund Establishment: We provide guidance throughout the process of setting up your SMSF, ensuring compliance with all legal and regulatory obligations.
     

  • Bank Reconciliation: Our team assists you in reconciling your SMSF's financial transactions, ensuring accuracy and reliability of records.
     

  • Preparation of Financial Statements: We prepare meticulous and precise financial statements for your SMSF, offering a clear overview of its financial position.
     

  • Strategic Tax Advice: Our experts deliver personalized advice on optimizing super contributions, pension payments, and other tax-minimizing strategies, empowering members to make well-informed decisions aligned with their investment goals.
     

  • Annual Tax Compliance: We ensure that your SMSF remains compliant with annual tax obligations, enabling you to leverage favorable tax rates on investment income and capital gains prior to retirement.
     

  • SMSF Audit Compliance: Through our services, we arrange for an accredited independent auditor to conduct the mandatory annual audit of your SMSF, ensuring adherence to regulatory requirements.
     

  • SMSF Borrowings for Asset Acquisition: Utilizing our network of accredited mortgage brokers, we facilitate borrowing arrangements within your SMSF, allowing you to acquire new assets effectively.
     

If you are interested in establishing and operating a Self-Managed Super Fund or require professional assistance in navigating the complexities of SMSFs to optimize your retirement savings, please do not hesitate to contact our team of super experts. We are here to support you every step of the way.

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