Self Managed Super Funds
Reap the rewards of your investments
Holmans provides expert SMSF services to help you manage and grow your superannuation with control and confidence. From setup and investment strategy to financial reporting, we ensure your SMSF is responsibly managed for long-term success.
Secure, grow, and control your superannuation with Holmans
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.
