Self Managed Superannuation Fund

Superannuation and in particular Self Managed Superannuation Fund is a highly specialized area of service. 

With the aging of the Australian population, the imminent retirement of the Baby boomers, the transfer of wealth to the next generation and the Federal Government encouraging Australian to rely less on age pension, the use of superannuation as a vehicle to manage and create wealth is fast growing. 

We share the superannuation expert’s view that SMSF allows shrewd taxpayers to accumulate and, if proper tax strategies are used, create wealth at a tax effective way for retirement purposes.

At Richard A Bobb we use a team approach.  We can provide the following services and, to the extent that AFSL is required, we have arrangements with licensed financial experts or legal advisors who can provide the services to our clients. 

 The following services are provided directly by us to our clients:

•       Establishment of SMSF – execution only, no advice
•       Attending to the audit of financial statements and compliance audit of SMSF
•       Mechanical and routine accounting and taxation services 
•       Provision of factual superannuation related information (e.g. annual limit of concessional or non-concessional superannuation contribution)   

 The following services are examples of services provided by our referral partners who hold Australian Financial Services Licence (AFSL):

•       Investment advice services
•       SMSF administration services 
•       SMSF strategies such contributions, pension, Estate Planning etc 
•       All other SMSF services that require an AFSL