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Shepparton. VIC 3630
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Email: admin@sofcorp.com.au
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Self Managed Funds | Pension Administration
We have extensive experience in the superannuation industry, working with trustees, members and employers. Our experience covers, self-managed funds, administration, employer obligations, member retirement planning and estate planning.

Self Managed Funds

There are now more than 300,000 Self Managed Superannuation Funds (SMSF) in Australia and the number continues to grow.

A SMSF is basically a superannuation fund with one to four members who are also trustees responsible for the investment strategy and administration of the fund within strict Australian Taxation Office (ATO) guidelines.

In assessing whether an SMSF is suitable for you we prompt the following questions:

1. Do you have a substantial amount in personal superannuation? (As a guide, a minimum of $50,000 would be required due to establishment costs and ongoing management fees.)
2. Do you enjoy learning about your investments and have the time to regularly review their performance?

3. Would you like increased flexibility in estate planning, more investment options and greater responsibility for your own retirement funds?

If you answered ‘yes’ to these questions, you may be suited to having your own SMSF.

Whilst there are potentially great benefits, having a Self Managed Super Fund requires time, effort and discipline plus they also attract extra ongoing fees including annual audit fees.

Call our office to discuss your superannuation options including establishment of your own SMSF.

We have the necessary skills, experience and knowledge to support you with self managed superannuation funds in each of the accumulation, retirement and estate planning phases.

We can assist with the design, establishment and strategies required to run an effective fund.

We also have the skills and experience necessary to audit the financial position and operation of self managed superannuation funds.
Our depth of knowledge of both regulatory and wealth management issues enables us to provide practical advice on the most effective superannuation strategies to assist with your overall financial plan.

Pension Administration

Our retirement planning expertise has assisted a substantial number of our clients in choosing to take their retirement benefits in the form of pensions from their superannuation funds. The administration skills we have developed in this specialist but growing area of the superannuation industry are available to all our clients.

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