SECURE YOUR FUTURE
Keep your super on track to fund your retirement
A Self-Managed Superannuation Fund provides many benefits: it’s a vehicle to build your personal wealth; it can fund your lifestyle when you choose to retire from working life; and it’s a tax effective investment while you are still working.
More and more Australians are turning to SMSF’s because it puts them at the helm of their own ship and in control of their financial destiny. An SMSF allows you to choose your preferred investment strategy and diversify as you want and need to. However Self Managed Super Funds have many regulations and reporting obligations that must be adhered to.
Whether you have an existing SMSF or are looking to establish one, Port Phillip Group will help you to manage your SMSF to generate the wealth that you seek, to stay compliant, and to use it as a tax effective vehicle.
Our Self Managed Superannuation Services
- Establishment of Self-Managed Superannuation Funds
- Accounting and Taxation requirements applying to the Management of Superannuation Funds
- Review and update Trust Deeds
- Audit of Funds
Port Phillip Financial Services can assist you with the following:
- Management of Self-Managed Superannuation Funds
- Transition to Retirement Advice
- Full access to Share Purchasing via Financial Planning Division
- In-house Share Trading
- Full Access to all Investments Research
- Estate Planning
- Retirement & Income Stream Planning
Work with Trusted and Leading SMSF Accountants
Port Phillip Group is one of the leading Self Managed Superannuation Fund practices in South East Melbourne and the Mornington Peninsula. With five experienced staff members who have specialist qualifications in Self Managed Superannuation, you’ll receive the most up to date advice and guidance.
When you pick up the phone to call Port Phillip Group about your SMSF, there will be someone on the end of the line to answer your question.
Latest news
Can you sell your SMSF assets to a related party?
A common question SMSF trustees ask is whether they can sell or transfer their
October 2024 Newsletter
This month’s edition of our client newsletter includes an article on making contributions later
September 2024 Newsletter
This month’s edition of our client newsletter includes an article on who is a
Book a phone consultation with us today
To find out how Port Phillip Group can help you, book a free no obligation 30 minute consultation via phone, a virtual meeting or in person with a partner.