SMSF strategies and set up, Geelong

If you have undertaken considerable research on the viability of a self-managed superannuation fund (SMSF) for your circumstances, considered the advice of experts and now decided that an SMSF is the best vehicle for you to build and grow your wealth for retirement, your next step is your SMSF strategies and the set-up and structuring of your fund.

CD&G Accountants can ensure that your SMSF set-up in Geelong takes into account all eligible tax concessions and will utilise the easiest, most efficient management options available to you. We will ensure that the necessary steps are completed when setting up your SMSF, including:

  • Creating a trust deed
  • Appointing a trustee or trustees
  • Registering your fund with the ATO
  • Setting up a bank account in the name of your fund
  • Rolling over your current superannuation funds into your new SMSF.

For our clients in and around Geelong, the CPA at CD&G Accountants will help with SMSF structure and set-up. We also assist with SMSF compliance, including the transition to retirement pension, SMSF contributions and superannuation rules, as well as your SMSF tax return.