Self Managed Superannuation Advice

Want to take control of your retirement investments? A Self Managed Super Fund (SMSF) is perfect for you. It’s your own personal Superannuation Fund that gives you total control over how your Super Benefit is invested. BTC is an ASIC licenced service provider of SMSF advice; we’re here to help!

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BTC holds their own AFSL and can assist you with all your Self-Managed Superannuation Fund needs. Our experienced team of SMSF professionals are ready to help you with everything SMSF including:

  • Advising on the establishment of a new SMSF, as well as the review, upgrade and restructure of existing funds.
  • Compliance Advice – Our team will review and manage the ongoing compliance needs for new and existing funds ensuring trustees are well educated in respect of their obligations.
  • Administration – We have a holistic approach to SMSF administration and reporting services, including preparing Financial Accounts, Tax Returns, Audit reports and general Compliance. We will ensure you meet all the annual reporting requirements of the ATO.
  • Contributions and investment tax advice – we are fully equipped to advise in regards to the tax outcomes from different investments and superannuation contributions.
  • Retirement Phase Planning – including pensions and transition to retirement income streams.

Talk to Our Team

Experienced in professional services for Self Managed Super Funds. Business & Taxation Concepts Pty Ltd (ABN 81 003 811 514) is the holder of Australian Financial Services Licence Number 488417. It would be our great pleasure to assist you with your retirement planning.

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