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If you are looking to have a Self-Managed Super Fund (SMSF), we can help you. Even though the name suggests it is “self-managed”, an SMSF actually requires skilled advice and administrative assistance to make sure that the SMSF is set up and administered correctly. From our experience, some trustees find this stressful. Our SMSF service can help you design your own SMSF, tailor investments to meet your specific needs, and provide administration, accounting, taxation and audit services for your fund. We also provide quality technical advice to ensure all members achieve the maximum benefit from their SMSF.

Making running your SMSF easier

RA Advisory can provide you with cost-effective advice and administration related to your SMSF.

✔ Fund and corporate trustee establishment
✔ Variation of existing SMSF trust deeds
✔ Pension establishment
✔ Lump sum payments
✔ End-of-year accounting and financial reporting
✔ Income tax services
✔ Business activity statements and GST services
✔ Internal and external audit services
✔ Limited recourse borrowing arrangements
✔ Estate planning
✔ Salary sacrifice arrangements
✔ Plus more!

What is a Self Managed Super Fund?

To put it simply, a Self-Managed Super Fund, often referred to as an “SMSF”, is a superannuation option that allows you to control your own super investments. With an SMSF, you manage the fund and decide how to invest.

An SMSF gives you a wider choice of investments than in retail or industry superannuation fund options.  Depending on your fund size and investments, the fees are generally lower. The flexible nature of SMSF’s allows you to benefit from the significant tax advantages that superannuation provides.

Yes! We offer fixed-fee pricing!

You can worry less about surprises in accounting costs and work on growing your business.

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Book a no-obligation call to find out how we can help increase your profits

View the current Financial Services Guide

FSG Part1

FSG Part2

The financial services referred to in this guide are offered by:

RA Advisory Pty Ltd

Phone: (03) 9813 0883
Email: info@raadvisory.com.au

35 Cotham Road
KEW VIC 3101

RA Advisory Pty Ltd is a Corporate Authorised 
Representative No. 1269797 of Merit Wealth Pty Ltd
ABN 89 125 557 002, Australian Financial Services
Licence Number 409361

Robin Aggarwal is an Authorised Representative
No. 1269796 of Merit Wealth Pty Ltd ABN 89 125 557 002,
Australian Financial Services Licence Number 409361

Providing Financial Services on behalf of :

Merit Wealth Pty Ltd

Australian Financial Services Licensee
ASIC Licence Number 409 361
ABN 89 125 557 002

Phone: 1300 785 611
Fax:       02 8916 4261
Email: contact@meritwealth.com.au
https://www.meritwealth.com.au/

Ready to Create a Successful Business?

Book a no-obligation call to find out how we can help increase your profits