Take Control of Your Self-Managed Superannuation Fund (SMSF)

Everyone has a desired lifestyle after retirement– let us support you in achieving those and help you take control of your SMSF.

As the saying goes, “Failing to plan is planning to fail.” There’s no such thing as “too soon” when it comes to preparing for your retirement and ensuring financial security for you and your loved ones. By working with Ian D. Watt & Associates, you’ll feel empowered and confident that your fund is working at its best for you and your future.

Guiding You Each Step of The Way

As your SMSF partner, we’ll guide you through every step of your journey. We’ll share valuable advice around the structure and initial setup of your SMSF, covering all areas of administration and compliance.

Once your SMSF is up and running, we’ll work with you to identify the most suitable investment strategy in line with your goals and aspirations. We’ll also provide ongoing management of your SMSF, sharing timely advice around the strategy in place.

How We Can Help

Here are the ways we can support you in your SMSF needs:

  • Establishment & Administration of Self Managed Superannuation Funds
  • Retirement Planning & Income Streams
  • Investment Strategies Within a SMSF
  • Technical Advice
  • Asset Protection
  • Tax Effective Structures
  • Estate Planning
  • Borrowing in SMSF
  • Preparation of Annual Financial Statements
  • Outsourced SMSF Audit
  • Preparation & Lodgement of Income Tax Returns
  • Capital Gains Tax Advisory & Planning
  • Maintaining GST Records & Associated Returns
  • Superannuation Contribution Advice

Get in touch with us today and let us work out a plan!

Contact Us

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