Phone: (03) 9434 4247
  Theo van Beek & Co. - Self Managed Super Funds

Theo van Beek & Co. is able to introduce and educate you into the exciting world of Self Managed Superannuation Funds. In June 2010 there were approximately 430,000 Self managed Super Funds (SMSF) with approximately 815,000 members. 

We assist our clients in the following ways:

1. Establish a complying SMSF
2. Conduct the annual audit
3. Prepare Financial Statements & Income tax returns
4. Investment advice
5. Assistance in borrowing funds through your SMSF to purchase property
6. Converting an accumulation fund to the Pension phase of the fund.

Borrowing within a Self Managed Super Fund

In 2007 the section 67(4A) of the Superannuation Industry Supervision Act was amended, allowing SMSF trustees to borrow funds to acquire assets. Since this amendment was made, borrowing funds to purchase a property within a Self Managed Super Fund has become increasingly popular.

 

Some questions that you may need to ask yourself

 

1. Would you like to own a property for when you retire?

2. Are you more comfortable investing in property as opposed to shares?

3. Are you fully aware of the taxation benefits associated with owing a property within a Self Managed Super Fund?

 

If you would like to learn more about the benefits associated with running your own Superannuation Fund please contact us today.




  Our Services
 
  Copyright © . Theo van Beek & Co. Pty Ltd