Enriching people through trusted advice

Self Managed Super Funds

Reap the rewards of your investments

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;
  • Ownership structures;
  • Preparing special purpose Financial Statements, Pension allocations and Trustee/Director Minute reporting;
  • Strategic advice on legal structures and estate planning;
  • Types of asset investments permitted.

Need help and want to know more? Call Holmans for assistance on (07) 5430 7600 or send us an email.

When can we help you? Investment in superannuation is critical for your future lifestyle.

We can ensure you stay on track with SMSF compliance rules.

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