Get Quality SMSF Services in Brisbane
Set Up Your SMSF for Success
01
Maximise Your SMSF with the Right Investment Strategy

If you set up your own SMSF, you’ll be responsible for running it in accordance with the law and reporting to the ATO on its operation. Like other superannuation funds, SMSFs are a way of saving for your retirement. The difference between an SMSF and other types of funds is, generally, that members of an SMSF are the trustees who run the fund for their own benefit. The Vault team will work with you to ensure you have the right investment strategy for your circumstances.  

For enquiries on setting up your SMSF, call Vault  on 07 3608 6800 or send us an email to accountant@vaultgroup.com.au

02
Where Can I invest my SMSF?

In an SMSF all investments are to be held in the name/s of the trustees. The trustee must invest any assets of the fund that are not required for payment of benefits or other amounts under the trust deed. 

The trustee must do so in accordance with the current investment strategy. There are many types of asset that an SMSF can invest in but typically they are:

  • shares and securities in any company incorporated anywhere, whether carrying on business in Australia or not (e.g. Telstra, CBA etc.)
  • instalment warrants or other derivatives
  • deposits (whether secured or not) with a bank, friendly society, building society, credit co-operative, trustee company, or other registered financial institution (e.g. term deposits)
  • residential SMSF property Brisbane, outright or by way of a limited-recourse borrowing arrangement in accordance with the Superannuation Industry (Supervision) Act 1993 (SIS Act)
  • a policy or annuity with an insurer, whether by proposal or purchase
  • any other investment allowed by superannuation law that the trustee thinks appropriate and as per the trust deed.
03
The Benefits of Getting Help for Setting up SMSF

Working with an SMSF adviser can save you a lot of time because you don’t need to read and understand the often difficult jargon of
SMSF documents. 
You’ll also save money because your adviser will help you develop an investment strategy that is geared towards
growth and risk management.

Your adviser can even help you set up your SMSF and guide you on establishing, structuring and operating your fund in accordance
with existing rules and regulations.

04
What should I do If I have an existing SMSF?

The Vault team of accountants can arrange for the transfer of administration from your existing accountants and will inform ASIC and the ATO of the change. We understand that transfer requirement vary from client to client depending upon the agreement with existing accountants.
We are flexible and will work with you to facilitate a smooth transfer.

To learn more contact us here or call us on (07) 3608 6800.