What's Included
- SMSF establishment & structuring
- Investment strategy development
- Trustee education & compliance
- Contribution strategy planning
- Ongoing strategic advice
Expert guidance for managing your Self-Managed Super Fund. If you're considering greater control over your super, CBAF can help. We provide SMSF advice and setup services to ensure your fund is structured correctly and complies with Australian regulations. From establishing your SMSF to developing an investment strategy and managing ongoing obligations, our advisers help you make the most of your retirement savings.
SMSFs offer control but come with significant responsibilities. Improper setup or non-compliance can result in severe tax penalties and personal liability for trustees.
We provide expert guidance for establishing and managing Self-Managed Super Funds. From determining if an SMSF is right for you, through to structuring, investment strategy development, and ongoing compliance, our advisers ensure your fund is set up correctly and managed effectively for long-term wealth accumulation.
SMSFs suit those with sufficient super balances (generally $200,000+), desire for control, and willingness to take on trustee responsibilities. We assess your circumstances.
SMSFs can invest in shares, property, managed funds, term deposits, and more. The investment strategy must be documented and align with member retirement objectives.
Costs include accounting, audit, and potentially advice fees. We provide transparent pricing and help you understand whether an SMSF is cost-effective for your situation.
Based in Melbourne's eastern suburbs, we understand local businesses and families. Our team provides hands-on, personalised service.
Accounting, financial advice, and mortgage broking under one roof. We coordinate across disciplines to deliver holistic solutions.