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!
