Unlock the power of a self-managed super fund (SMSF)

SMSF management

Whether you have a new self-managed superannuation fund (SMSF) or an existing fund, LDB can help you enjoy all the benefits of super without the hard work.

An SMSF gives you much greater control over your retirement savings and how you invest them.

You get to decide the type of investments that should be invested in and when these should be sold.

You will have the flexibility to pay yourself an income stream, pension, or lump sum payment if you meet the legal requirements.

You can also put in place effective estate planning strategies that are relevant to you and your family.

Having your own SMSF can create significant paperwork while imposing the responsibility to comply with a raft of tax and superannuation regulations.

Our team of superannuation experts ‘work as one’ to seamlessly provide a comprehensive SMSF administration service that lifts this weight from your shoulders. It encompasses:

  • Implementation and regular review of the Fund’s investment strategy.
  • Advice in relation to contributions, including what type of contribution should be made and to which member should they be allocated to
  • Pension advice and preparation of paperwork to commence the payment of the pension
  • Review of insurances (life/income) held by the fund
  • Estate planning including review of death benefit nominations
  • Investment recommendations
  • Guidance through the complex process of borrowing for the purchase of property
  • Portfolio administration, including the collection and processing of all investment paperwork
  • Online, real-time access to your fund’s portfolio valuation and transactions
  • Tax compliance and audit services.

Over many years, LDB’s professional team has helped hundreds of trustees make the most of their SMSFs.

Don’t miss out

Is your SMSF receiving all the attention it deserves? If not, you may be missing out on valuable investment opportunities, overlooking tax benefits, experiencing underperformance, or being exposed to excessive investment risk.

Make sure your SMSF is living up to its potential.

To find out more call (03) 9875 2900 or fill in the contact form below, and ask one our SMSF experts to explain what we can do for you.

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LDB Wealth Solutions Pty Ltd is an Authorised Representative (no. 257930) of LDB Financial Group Pty Ltd ABN 83 161 933 777
Australian Financial Services Licensee: Licence Number 437164

LDB Superannuation Services Pty Ltd is an Authorised Representative (no: 1253818) of LDB Financial Group Pty Ltd ABN 83 161 933 777