Self-Managed Super Fund

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.

It 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.

RA Advisory Pty Ltd

Phone: (03) 9813 0883

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
License 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

View the current Financial Services Guide

FSG Part1

FSG Part2

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

Important Financial Information For
Small Business Owners

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