AGRICULTURE - yes, we understand

planning and protection strategies


Modern Communication Tools

popular ways to save a special trip to our office


Property Investors



DISPUTE?? ... Why Get Lawyers Involved

MEDIATION - Friendlier, Faster, Cheaper - Better!


We Help Health & Aged Care Clients

Plan Effective Budgets • Manage Cost Centres


Whatever your Bookkeeping Set-up

Our team are ready to work with you


Get your Business Structure Right!

It's why the wealthy pay less tax

Setting up your Self Managed Super Fund

As part of your retirement and wealth creation strategy
you can setup a Self Managed Super Fund allowing you to invest
in assets such as property (residential or commercial), shares,
managed funds and many other classes of assets.

There are a plethora of strategies related to Self Managed Super Funds
which are taxed at far lower rates than other entities.

These are regulated by the Australian Taxation office and are allowed
up to four members (often used by families to invest together for retirement).

There are duties imposed upon Self Managed Super Funds such as legal duties
to run the fund properly and purely for the provision of retirement benefits,
setup an investment strategy and keep full accounts to be reported annually to the ATO.

An SMSF is a good way for a family (remember limited to four people) to pool their investments in certain circumstances. Let’s take the example of four brothers, Matthew, Mark, Luke & John. They all have varying amounts of Super but all decide to open up an SMSF for their future. Matthew via his job as a share broker works on the share portfolio investment side of the fund while the other three brothers as builders select the property assets of the fund.

Given they all have varying degrees of ownership in the fund they all receive a rate of return based on the percentage of assets they own so there can be no favouritism. Their accountants track the progress of the investments and give them their updated unit holdings each year. By self-managing and pooling their talents they have a diversified, secure and far cheaper alternative than standard commercial funds offer.

All structure setups are done in tandem with some of Adelaide’s top legal professionals to ensure your structure minimises taxation, provides for asset protection and factors in your estate planning needs.

Typically the following costs are related to
running a Self Managed Super Funds:

• Accounting fees starting from $600 + GST per year depending on the size
of the fund, the information presented and the transaction level.

• Audit fees from $400 + GST per year as Self Managed Super Funds
are required to receive an annual audit.

• Bank fees and charges depending on your financial institution.

• The Australian Taxation Office (ATO) charges an annual SMSF levy
of $259 (This is the fee for the 2017 Financial Year and may change in the future)

• An annual ASIC fee of $47 for the corporate trustee company
(again this will change slightly each year).

Thus it is only worth self Managing your superannuation if you have
sufficient funds in your super fund to justify the costs involved
and ensure it does not cost significantly more than a standard commercial fund.

Call us on 8338 1033 to organise a meeting to discuss your unique situation

Click the video below to learn more
about Bartley Partners Accounting

Quick Response Contact Form

Enquiry About: SMSF Setup

Do you need to add an attachment? (max 3mb)

Would you prefer we contact you by:

To protect us all from SPAM - please answer the
following question to be able to send your enquiry.

best web design services web development