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Specialist SMSF Advice

Do you need Specialist SMSF Advice?

Not all questions relating to SMSFs are complicated.

However, when tricky questions or matters arise, it's important to get it right. Mistakes made within SMSFs can be costly. 

Specialist SMSF advice can help ensure you comply with superannuation laws and regulations.

Strategic superannuation estate planning advice can also be invaluable, potentially saving you and your family tens of thousands or even hundreds of thousands of dollars.  

Ryan's SMSF Compliance prides itself on providing affordable, fixed-fee written advice.

If you need assistance, contact Ryan's SMSF Compliance today!

Examples of Specialist SMSF Advice we can provide

Superannuation Estate Planning

No matter your age, it's important you and your family understand what will happen to your super if you pass away.

Our specialist advice provides peace of mind by helping you understand:

  • What happens when a member dies
  • Who are eligible beneficiaries for tax
  • The potential tax implications
  • Whether your death benefit nominations are adequate
  • And much more

Advice starting from $2,500

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Related Party Transactions
  • Thinking of selling an asset to your SMSF? 
  • Want to buy property jointly with your SMSF?
  • Want to loan money to your SMSF?
  • Want to borrow money from your SMSF?
  • Want your SMSF to buy shares in your company?

You may come across opportunities for your SMSF to invest with, alongside or in a related party. It is important to ensure the proposed transaction complies with superannuation laws and regulations. 

Advice starting from $1,500

Investment
Structuring
  • Unsure if your SMSF can make a certain investment?
  • Want your SMSF to buy shares offered by your employer?
  • Thinking about investing alongside friends?
  • Need help establishing an unlisted unit trust. 

If you're uncertain whether your SMSF can make a particular investment, or need assistance in setting up an investment from the start, contact Ryan's SMSF Compliance to see how we can help.

Advice starting from $1,500

 

 

ATO Audits, Reviews & Contraventions

Are you under an ATO audit or review?

Have you contravened a section of superannuation laws and regulations?

In these situations, engaging an independent specialist can be the most effective way to work with the ATO and resolve issues confidently.

Contact Ryan's SMSF Compliance for a quote today.

Pension & Access to Superannuation

Are you approaching retirement or have reached age 65?

Our advice can help you understand:

  • How to access your superannuation benefits in a tax-efficient manner
  • What the Transfer Balance Cap is
  • How Exempt Current Pension Income (ECPI) is calculated in your SMSF
  • How Capital Gains Tax is calculated once you have retired
  • What strategic planning opportunities are available to you.

Advice starting from $1,500

Legislative & Regulatory Changes

Superannuation laws and regulations are always changing. 

When major changes occur, it's important to be on the front foot. 

Ryan's SMSF Compliance can review your SMSF and provide tailored advice on how these changes may affect you and what options are available to you. 

Contact Ryan's SMSF Compliance for a quote.

Contact Ryan's SMSF Compliance Today!