SMSF Specialist in Melbourne

Do you have or are you thinking about setting up a Self-Managed Superannuation Fund (SMSF)? Managing your own super fund gives you complete control over how your well earned money is invested. However, there are some strict rules that must be followed, which is why it’s important to speak to an SMSF adviser who can give you the right advice for you and your current situation.

iCare Super is an SMSF specialist company providing advice and assistance with SMSF in Melbourne. We offer complete compliance solutions for all SMSF trustees, giving them peace of mind for their SMSFs.

Value for Money

We pride ourselves on being a cheap SMSF administration provider, and we have achieved this by streamlining our SMSF administration processes and economies of scale. We offer  competitive fixed fee on the market for our services, regardless of the complexity or size of your SMSF.

Our low-cost SMSF administrator can manage the below compliance work for your SMSF in Melbourne:

• Annual financial statements
• Annual tax return and lodgement
• Independent audit
• Any other SMSF work required by you

Reputable SMSF Administrator

iCare Super was established on 15 March 2012 and has become one of the most trustworthy and reputable SMSF service providers in Australia. Countless clients have shown how much they’ve valued our services by writing testimonials, product reviews and online Google reviews. Our SMSF accountants, SMSF auditors and SMSF specialists can help you setup your SMSF and prepare and lodge your SMSF tax returns. Our SMSF specialist advisor can also provide valuable taxation and compliance advice to maximise the benefits of controlling your own superannuation.

Professional Customer Service

As an SMSF specialist advisor in Melbourne, we’re committed to providing prompt and professional SMSF services to our SMSF clients. You can always get in touch with our SMSF adviser by email or phone for any SMSF technical advice and support. We can also arrange appointments for urgent matters, or you can simply come to our Melbourne office to say hi to your client manager. We will ensure that all your SMSF questions and matters are solved in a timely matter.

Why Choose Us Over Other SMSF Providers?

The benefit of using iCare Super to setup and administer your SMSF is that our accredited team members have expertise in all things related to SMSFs. Our SMSF accountants can provide vast insight into how your SMSF can be fully optimised.

We know that SMSF trustees constantly have to keep up-to-date with SMSF rules and regulations and the ever-changing financial market. As a trusted SMSF specialist, we are renowned throughout the SMSF sector for regularly engaging with our clients and assisting them with adhering to their SMSF requirements. We proactively plan out our clients’ SMSF tax strategies and other SMSF administration requirements.

Contact Us Today

When it comes to self-managed superannuation, it’s important to choose reputable SMSF providers who will provide you with the right advice. If you’re looking for an SMSF specialist in Melbourne, don’t hesitate to get in touch with iCare Super to arrange a consultation. Our qualified SMSF accountant will have a discussion with you regarding how to properly manage and get the most out of your SMSF. Give us a call on (03) 9557 4079 or submit an online enquiry today to find out what sets us apart from other SMSF service providers.

Frequently Asked Questions

What is an SMSF?

A Self-Managed Superannuation Fund, or SMSF for short, is a superannuation fund that allows people to manage their own superannuation themselves. An SMSF can only have one to four trustees. However, like a normal super fund, employer contributions still go into the fund, and the trustee can also contribute any of their own money as they see fit.

Who can start a self-managed fund?

Most people can have an SMSF set up for them. However, there are several costs related to setting up and running an SMSF, so trustees need to have a sufficient amount of money to make having an SMSF worthwhile.

When should I think about getting an SMSF?

Anyone who has over $200,000 invested in their superannuation fund should consider setting up an SMSF. An SMSF gives people more control over their investments and various tax-effective opportunities that normal super funds cannot offer.

What are the rules of having an SMSF?

• An SMSF can only be used to provide retirement benefits to the trustee
• An SMSF should not be used to gain early and inappropriate access to superannuation funds
• SMSFs can borrow if certain requirements are met by the trustee
• An SMSF can be set up to be run by individual trustees or by all the trustees
• An SMSF can only have between one to four members
• An SMSF must always continue and abide by its investment strategy
• The trustee has to ensure that the SMSF adheres to Australian Taxation Office (ATO) regulations and guidelines