SELF MANAGED
SUPER FUNDS
An intuitive, integrated SMSF solution
Jewell Moore has an integrated SMSF solution that helps you manage your SMSF all in one place. Powered by smart technology and superannuation expertise, it’s the easy way for you to set up an SMSF, transact, invest your super and help you look after all the administration and compliance that comes with managing your own SMSF.
Design your own SMSF solution
Your SMSF is as unique as you are. Jewell Moore lets you design your own SMSF solution, and provides the tools and professional compliance services to support you.
Your choice of financial advice
Jewell Moore does not provide financial advice. As your accountants we take our independence seriously and therefore do not believe in taking commissions or any other form of payment which may bring our independence into question.
You may use your own financial advisor or we will be happy to refer you to one of the financial advisors that we currently work with. In all cases we will work with which financial advisor is assisting you to ensure that the administration of your fund is fully compliant.
Setting up your SMSF is easy
The Jewell Moore SMSF Establishment Service is an intuitive and simple way to get you started with your SMSF, including the preparation and registration of all required documents to set up your SMSF.
When establishing an SMSF you will need to provide us with a Statement of Advice (SOA) from your financial advisor recommending the establishment of a SMSF for you.
If you do not have a financial advisor we can arrange for a suitably registered financial advisor to work with you to prepare the SOA.
Less paperwork, more peace of mind
Jewell Moore’s administration service helps you keep your SMSF on track and compliant with the relevant laws and regulations. We’ll help look after the paperwork, so you have more time to focus on the SMSF strategies and investments that are important to you.
Find out more by downloading our free guide...
More information
This video is produced by the Australian Government and provides more information about setting up your SMSF.
Useful Info
Moneysmart has prepared a useful factsheet outlining SMSF’s, available to download below.
What is a SMSF?
A Self Managed Superannuation Fund (SMSF) is a Superannuation Fund that is structured as a Superannuation Trust where the members are also the trustees of the fund, providing benefits to its members upon retirement.
Benefits of a SMSF?
- Control – as an SMSF Trustee, you’re in the driving seat for how your fund is managed and where your money is invested.
- Choice – you now have a greater range of investment options for your superannuation.
- Flexibility – you now have greater flexibility to adjust your investments.
- Strategies – SMSFs are entitled to concessional tax rates – make an appointment today if you would like to discuss how this can benefit you.
Setting up your SMSF?
We can assist you every step of the way.
You will need a Statement of Advice (SOA) prepared by a registered Financial Planner. You may obtain the SOA from your own Financial Planner, or we can refer you to a planner that may assist you. Once the SOA has been prepared, we can attend to the corporate and tax requirements for the establishment of your new SMSF.
After coming in and meeting with us to discuss your personal SMSF needs, we will arrange for the set-up and execution of the SMSF documents as well as all legislative and taxation requirements moving forward to assist you with the complexity of fulfilling the tax & corporate compliance requirements of managing your SMSF.
Is an SMSF right for you?
SMSFs are not a set-and-forget option like commercial Superannuation funds. You must seek professional advice to make sure you are informed of the risks, responsibilities and requirements that arise when you manage your own SMSF.
Careful consideration needs to be taken with the structure, investment and insurance implications that come from managing your own SMSF. You are also required to have a minimum balance to start of at least $300,000.00 and if requirements are not met throughout the duration of your SMSFs life, you may be deemed non-compliant and incur heavy penalties.
New Rules for Super Age Limits and Work Test
New rules for super contributions, age limits, and the work test mean older workers can keep making contributions. Time to review your super plans? We’ll help you make the most of your allowable super contributions.
Super at risk!
ATO crackdown on non-complying super funds You have worked hard over the years and your super has accumulated a sum of money that you are