Holmans supports the management of your personal superannuation fund to ensure the long term growth of your valuable investments.
Our SMSF services provide for responsible accounting and ethical management of your personal superannuation fund.
SMSFs or Do-It-Yourself (DIY) funds offer a level of control and flexibility that cannot be achieved with other industry superannuation funds. For the right people, with the right reason and the right advice, SMSFs are an excellent family wealth management structure. SMSFs may not suit everyone, as there are significant responsibilities to ensure the fund stays within the rules. When poorly managed, SMSFs can attract fines and penalties.
We can provide ‘super’ advice so you can reap the rewards of your investments.
Our SMSF services include:
Setting up the SMSF;
Arranging for an Investment Strategy;
Preparing special purpose Financial Statements, Pension allocations and Trustee/Director Minute reporting;
Strategic advice on legal structures and estate planning;
“As the owner of a new and rapidly evolving business, navigating accounting and taxation has been daunting. Holmans has taken away a great deal of the stress and suggested new and effective ways to better structure our business resulting in a stronger financial position.”
Are you looking to establish an SMSF?
Are you looking to establish an SMSF? Sunshine coast SMSF Solutions can provide you with responsible advice and ethical management of your personal superannuation fund. With a wealth of experience, we offer the up-to-date knowledge and experience that is required for professional management of your SMSF.