Our Services
Self-Managed
Super Funds
Take control of your financial future with an SMSF. We specialise in helping Melbourne small business owners establish and manage their super funds efficiently, with full compliance and maximum flexibility.
Why SMSF?
Why Choose a Self-Managed Super Fund?
An SMSF gives you the power to control how your superannuation is invested and managed. Unlike traditional super funds, an SMSF allows you to make strategic investment decisions tailored to your financial goals.
Benefits
5 Benefits of a Self-Managed Super Fund
Full Investment Control
Not limited to standard investment options. Invest in direct property, shares, managed funds, fixed income, cash, term deposits, and more.
Potential Cost Savings
For larger balances, an SMSF can be more cost-effective than traditional super funds, administration and investment fees lower on a per-member basis.
Tax Efficiency
SMSFs benefit from a concessional tax rate of 15%, with strategic options including franking credits, CGT concessions, and tax-free income in retirement.
Retirement Planning & Estate
Structure your SMSF to suit your long-term financial goals, including passing on wealth to family members in a tax-efficient manner.
Combine with Family Members
An SMSF can have up to six members, allowing families to pool superannuation funds and build wealth together.
Asset Protection
Greater control over how your retirement savings are invested and safeguarded, with professional compliance support at every step.
At Trew North
Fair Prices
We arrange for SMSF clients to be on a fixed monthly fee to assist with cashflow. No surprises.
Privacy
All your information is securely stored. Your financial details stay confidential, always.
Expertise
With over 40 years' experience in this field we can provide you with the best SMSF advice possible.
FAQ
Frequently Asked Questions
Get started with a free consultation!
Join hundreds of business owners who trust Trew North Accounting with their SMSF