SMSF (Self Managed Superannuation Funds)

SMSF

A Self-Managed Super Fund is a vehicle that can give you higher control over how to invest your superannuation savings.

There are over 600,000 SMSFs today in Australia with over 1,150,000 members with an estimated asset of $780 billion.  The number is rapidly increasing. Members are fast switching from retail or industry funds.

It may be time for you to make a serious choice.

Not all accountants are equal!

From 1 July 2016, the law has changed and accountants are no longer licenced to recommend the set up or wind up of an SMSF without being appropriately licensed under an AFS licence. Importantly, this includes advice that could reasonably be regarded as being, intended to influence a person in making a decision about an interest in a SMSF.

At Capitaleyes Financial Planning Pty Ltd, Charbel Fahd is a qualified financial planner and an authorised representative of InterPrac Financial Planning Pty Ltd.

He is licenced to advice and to set up self-managed super funds and once the fund is set up he can advice on appropriate investment strategies and investment decisions.

Capitaleyes Business Advice Financial Vision Pty Ltd is a sister company and attends to all the accounting, taxation and administration needs for SMSFs and all other types of entities.

SMSF Auditing

Charbel Fahd is also a registered SMSF auditor and he conducts numerous audits every year for numerous SMSFs.

Our firm can take you through the entire journey of setting up a SMSF, from setting up with an appropriate trustee, to investment strategy, implementing the advice and the investment/s, monitoring the investment progress and adjusting if necessary, prepare the compliance and administration and get the fund audited as per legislation.

For compliance, accounts and tax we use state-of-the-art cloud software where you can login at any time and monitor the progress of your work and your investment.