Accounting & Tax Audit Finance Financial Planning Self Managed Super

Self Managed Super

Self Managed Super

Overview


Daley are specialists in Self-Managed Superannuation Funds (SMSF) having been administering funds for our clients for many years. SMSF’s are able to provide amazing flexibility and benefits but they are also complex. As such, it is important that you have specialists in your corner providing you with assistance every step of the way.

The team at Daley and Daley Financial Planning can assess whether a SMSF would be beneficial for your situation and suitable for you. The benefits of a SMSF can be compelling, however a SMSF is not suitable for every investor. There are cost considerations as well as the ability to manage the administration of the fund which can at times mean that a SMSF may not be the only option for a client.

Typically, a SMSF is suitable for the following persons

Small business owners

Property investors

Very conservative investors

Investors looking for control of their money

Individuals or couples with Superannuation assets above $300,000


There are situations where clients with less than $300,000 can utilise a SMSF effectively and we urge that you discuss with us your circumstances, so we can help you to determine a most appropriate course of action.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs, because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Daley Financial Planning is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd.
ABN 26 098 725 145, AFSL 234459.

our

Services

At Daley & Co. we are extremely proud of our service levels, in particular with our

  • Self-Managed superannuation fund strategies
  • Establishment of Self-Managed superannuation funds
  • Administration of Self-Managed superannuation funds
  • Self-Managed superannuation fund loans
  • Self-Managed superannuation fund audits

We are committed to assisting you through the entire process from start to finish, proving all of the assistance that you require.  Typically, there are seven (7) steps that Daley will help you to complete in establishing a SMSF.

  • 1. Receive a written Statement of Advice from Daley Financial Planning
  • 2. Order and Obtain a trust deed
  • 3. Appoint a trustee(s) to the fund
  • 4. Elect to become a regulated fund
  • 5. Obtain necessary taxation registrations from the Australian Tax Office
  • 6. Set up a bank account for the fund
  • 7. Establish an investment strategy for the fund from Daley Financial Planning

One additional service which we believe sets us apart from our peers involves Daley Financial Planning assisting with any Rollovers from existing Superannuation funds to your new SMSF.

Our experience has taught us that often issues may arise upon set up of a fund or rollover of monies and that is why we commit to working through the establishment process from start to finish.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs, because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Daley Financial Planning is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd.

ABN 26 098 725 145, AFSL 234459.

Our

Experience


Daley has a dedicated SMSF team of Accountants, Auditors and Advisors who specialise in this area and who will ensure that you are looked after through all aspects of the process.
We will assist in:

Initial setup of your fund
Ongoing Accounting and Audit of your fund
Meeting all ASIC and ATO compliance requirements
Practical and honest advice on all aspects of your fund


Quite simply, the expertise that we have gathered here at Daley means that we have no peer in the Illawarra and Southern Highland region and we are confident that we are unsurpassed at delivering you a high quality SMSF experience.

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