SMSF

Is your super based on Smart Financial Thinking?

Managing your own super is a big responsibility. There are strict rules that govern how you can use an SMSF, how you can invest the fund’s money and when you can access your super.

All financial decisions carry risk, so it’s important to think carefully about your investment options to balance the level of risk against the level of financial return. THORNTON will actively manage your SMSF to put you in control of your future. Our expertise and unique approach to client service ensures that your objectives are met in an appropriate tax effective manner.

Our strategic solutions are crafted to benefit both current members and their beneficiaries and it is particularly important to ensure that superannuation is dealt with properly as part of an estate planning strategy.

Managing the paperwork for you

Paperwork such as accounting records, fund transactions, annual tax returns, member reports and minutes of trustee meetings must all be prepared and kept. THORNTON can assist in all of those areas via our subsidiary company Evolution Super.

Evolution Super

Managing superannuation can be rewarding, both financially and personally. The potential tax benefits of superannuation, combined with the ability to be in control of your investments, make self managed super funds a valuable investment vehicle. But, self- managed super funds can also come with unforeseen burdens – administrative obligations, rigorous compliance monitoring and increasingly strict reporting requirements. Combined, these can often be both time consuming and challenging for even the most diligent investor.

Evolution Super offers a full range of services to Trustees of Self Managed Superannuation funds to assist with taking out the worry of managing your own fund. Further information can be found at the Evolution evolutionsuper.com.au or by speaking to a THORNTON adviser.

SMSF

Evolution Super

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