Self-Managed Super Funds (SMSF) are a form of Superannuation Fund that can provide members with direct control of their Retirement Savings, provide a wider choice of investment options, Tax advantages and greater flexibility (over traditional Industry and Retail Super Funds).

In today’s volatile economic climate Superannuation Funds continue to be one of the most effective ways for individuals (especially business owners and self-employed contractors) to build Wealth in a Tax effective manner. In conjunction with our Strategic Partners and Superannuation-related industry experts, AD Partners have been advising clients on Self-Managed Superannuation Funds (SMSF) since 2001 and can assist clients in;

  • SMSF set up / Tax Compliance ( Including Bare Trusts for Geared Property Purchases)
  • SMSF Administration ,Auditing & Compliance services
  • SMSF Investment Strategies & Advice

AD Partners recognises that for Superannuation Strategies, such as Self-Managed Super Funds, to be effective, financial advisors must take into account the client’s complete financial position (including family trusts and any existing Company structures) together with a comprehensive investment risk profile.

Tax effective Strategies for Self-Managed Super Funds (SMSF) can include;

  • Asset Purchase & Disposal (Shares & Property) – and CGT Implications
  • Investment in Specialist Assets (Instalment Warrants & Art / Collectables)
  • SMSF Gearing Strategies for Investment purposes
  • Salary sacrificing into SMSF
  • Tax Concessions such as a reduction / deferment of Assessable Income
  • Effective SMSF Intra Membership cash flow transactions
  • Transfer of Personal Assets (Shares, Property & other Investments)
  • Pooling of Family Member’s financial resources
  • Effective Retirement Benefit Strategies ( such as Centrelink and Pension benefits)
  • Transferring Overseas Retirement Benefits

As with Personal Tax Minimisation Strategies, all proposed AD Partners Self-Managed Super Fund Tax Strategies are tailored to each individual’s specific requirements. A salaried executive a has different set of superannuation planning objectives and options, compared to a self-employed business owner needing to limit potential Capital Gains Tax implications.

In each case, one of AD Partners specialist Superannuation Taxation Managers can develop effective strategies with the appropriate Strategic Business Partner (based on your individual needs) with a clear understanding of your short medium and long term financial goals and objectives, current financial position and investment risk profile. You can be guaranteed that any (general) investment advice is provided with our ongoing service, support and impartiality to ensure your SMSF is compliant with evolving Tax and Regulatory controls.