Self Managed Super Funds

Duncan Plante & Co assists clients in understanding the benefits of establishing a Self Managed Super Fund (SMSF). SMSFs are superannuation funds operated by its members (as opposed to a superannuation provider) and are regulated by the Australian Tax Office (ATO).

Although SMSFs are one of the most tax effective savings tools for Australians they are also subject to some of the most stringent reviews and audits by the ATO. Our specialist team understands this territory and works hard to make sure our clients can enjoy the benefits of a properly structured and controlled fund.

We work closely with our clients to explain the advantages and benefits of an SMSF and the ATO criteria that must be satisfied. For example, our specialists can advise on how SMSFs can provide flexibility and simplicity when using superannuation for tax planning purposes.

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