Are you planning to retire and looking to manage the deposited money contributed by your employer over the years? If yes, setting up a self-managed super fund in Sydney will be the right option. But setting up an SMSF (self-managed superannuation fund) can be complex and time-consuming if you don’t know the setup process. So, it is best to leave it to Lionel Finance since I have been setting up these funds for my clients for years. Thus, by letting me structure the fund, you can save time and energy.
I will create SMSF accounts as per guidelines. So, neither will it be time-taking nor will I take much of your time for the paperwork. I will initiate the application process for opening the cash account. Besides, I will provide you with tips so that you can make the right fund decisions since you are planning to retire. Furthermore, I will keep track of the fund records and even provide you guidance regarding how you can increase the returns, particularly if you wish to invest in the same.
I also offer administration of funds without the portfolio option as per your requirements.
The other services that are included are auditing and fund analysis, annual SMSF tax filing, fund related advice, and assisting you in accessing the fund when required.
Choose our self-managed super fund service in Sydney now since
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Book an appointment with me now to discuss SMSF. Call or send a WhatsApp text to connect with me.