SMSF Trustees Services

Superannuation legislation can be a mine field for the uninitiated to navigate.

The rules that apply to Trustees of Self Managed Superannuation Funds place enormous responsibility on you to ensure that you do not breach any part of our extensive superannuation laws.

The key to Self Managed Superannuation is the Self managed part. You have decided to go this way to take greater control of your retirement funding needs.

One thing we do find, however, is that many people by default leave their funds invested in cash rather than have well structured investment portfolios constructed.

At Bronson Financial Services we work closely with Trustees to ensure that your retirement funds are working hard for you while helping you to keep compliance and administration costs under control.

Key areas of expertise include:

  • SMSF set up
  • Investment Management
  • Investment Strategy Development
  • Retirement Planning
  • Insurance Management
  • Investment Performance Monitoring

In conjunction with our strategic alliance with ITR Business and Tax Services, we can arrange for Tax Returns and Tax Audits of your SMSF to be undertaken.

For a comprehensive assessment of your Self Managed Superannuation fund, please do not hesitate to contact our office.

For more information on any of the above info@bronsonfs.com.au