Self Managed Superfund – SMSF

Self Managed Super (SMSF) - Your way!

SMSF have many advantages, but its important you know the limitations too.

Evolution Accountants have been preparing SMSF tax returns and providing advice and compliance for clients with SMSF since 2008. Having a SMSF allows you to invest into property, direct shares, antiques and collectable where normal retail super funds are limited. The other bonus is that you choose the timing of the purchase and sale. You don't have a fund manager doing it for you.

SMSF do have their limitations though and strict rules apply as to what you can invest in and how those assets can be used once purchased. If your seeking to invest in specific assets its important that to talk to your financial planner. We are not financial planners and are independent from this industry we do not sell specific financial products however we can refer you to an independent financial planner should you require one.

Evolution prides itself on providing independent tax advice and tax return preparation along with auditing for your end of financial year records.

Our services for SMSF include:

  • SMSF office meetings
  • After hours Phone/Skype appointments
  • SMSF Fixed Price Setup
  • Accounting, Audit & Bookkeeping
  • Tax advice and tax planning