Self-Managed Superannuation Funds (SMSF)


As Self-Managed Superannuation Fund’s (SMSF’s) become more popular, it is vital that you adhere to constantly changing superannuation and taxation laws.

Many people underestimate the complexities involved in having a self-managed superannuation fund, here at Sterling Planners we offer professional advice in relation to:

  • Fund Establishment – determining the most appropriate structure for your circumstances
  • Investment Options – providing access to a variety of direct investment options that are not normally on offer through superannuation platforms e.g. borrowing to invest in property and other assets
  • Tax Planning - implications of contributions, withdrawals and rollovers