Your endgame should be creating complete financial freedom in your retirement. Our aim is to ensure that you are not bound by any limitations, whether they be circumstantial or financial.
If you’ve worked hard your whole life and want the lifestyle you’ve always desired in retirement, an SMSF accountant can help. Self managed super funds, when set up correctly by a professional, can make the most of your retirement dollars.
At Clear Tax, we know what it takes to get the most out of your savings while helping you remain compliant with any regulatory changes. Self managed super funds can be complex, but when managed correctly, can vastly improve how far you can go in retirement.
At Clear Tax, our SMSF accountants can help you create a fund that works for you. From making savvy investments, to helping you understand legislation, we’ll work with you every step of the way.
No two individuals or couples are the same – and neither are their SMSF goals. We employ a highly bespoke approach to managing SMSF accounts. We’ll keep you well informed of our strategies and the reasons why we are recommending a particular course of action.
When it comes to creating personal wealth, we are in your corner. We will always operate with your best interests at heart, while remaining fully compliant with rules and regulations. In the end, you’ll have a high-performing SMSF that works for you.
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Our success is intertwined with yours. The Clear Tax SMSF methodology puts our clients first, ensuring that you always have the right SMSF strategy backing you up.
It’s our commitment to offer expert accounting and financial advice to help individuals achieve their goals. We promise to always operate within the boundaries of the law and regulations, always with your best interests in mind.
A self managed super fund or DIY fund is built by members of the fund for their direct benefit. While external super funds benefit thousands of members, an SMSF benefits a maximum of 4.
SMSFs allow you greater freedom to invest in what you want with your superannuation money. SMSFs are ideal for high income earners, business owners, and other people looking to manage significant wealth in retirement.
SMSFs typically carry higher associated costs than traditional super funds. You’ll need to factor in set up costs, ongoing costs, and wind up costs. It also pays to have a high ongoing super balance to pay for insurance.
An SMSF is incredibly flexible and will allow you to invest in almost anything, including shares, cash, gold and silver bullion, managed funds, property, and non-traditional assets such as art, antiques, and coins.
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