Self Managed Superannuation

Self-managed superannuation funds (SMSF) are a passion of ours at Optima Partners. Our SMSF accountants assist over 250 SMSFs with their compliance obligations and we make the process as seamless as possible.

We have a dedicated, experienced and innovative team of SMSF specialists to support you – from setup, accumulation, pension phases to the eventual wind up of the super fund. We can also help guide trustees through the roles and responsibilities involved in running a SMSF.

Optima Partners has an association with a team of registered SMSF auditors and can ensure your audits are completed quickly and efficiently.

Here are some of the SMSF services we can assist you with:

• Assistance with setup, rollovers and administration of your SMSF
• Preparation of an annual financial report and income tax returns
• Audit of financial reports
• Assistance with investment acquisitions whether it be shares, property, managed funds or any other investments you’re considering
• Estate and succession planning, including binding death benefit nominations
• Assistance with setup and monitoring of pensions
• Retirement planning
• Limited recourse borrowing arrangements for property acquisitions in the SMSF

Contact us to discuss the setup of your new SMSF or for a review or audit of your existing fund, and we’ll pair you with the right SMSF accountant for your needs.