Self-Managed Superannuation Funds (SMSF) are super funds managed by you.
You are the fund manager, and you gain greater flexibility in terms of investing the fund’s assets, retirement income options and estate planning. There are a lot of compliance requirements in running an SMSF, and your responsibilities as the trustee are important for compliance and regulation.
XETA’s SMSF and tax experts will provide you with advice & guidance to help manage your SMSF effectively. We’ll make it easier to run your Self-Managed Super Fund and provide you with advice and support to manage your administrative and reporting obligations as an SMSF trustee.
We’ll guide you through the big stuff and the little things:
We’ll help you set up your SMSF through the creation of a superannuation fund deed and the registration of a corporate trustee. We’ll provide you with advice by meeting together to discuss your circumstances before anything takes place. We want to know your goals, and help you reach them.
Our XETA expert team will walk you through every facet of your SMSF, helping you every step of the way.
"We have grown exponentially quarter-on-quarter since signing up with the XETA team, from being sole traders to becoming company directors. XETA supported us through COVID and we have emerged even stronger than before."
Our fixed pricing means you won’t receive a surprise bill! Simply fill in the form below and a member of our friendly team will be in touch.