Self Managed Super Fund

• SMSF Limited Recourse Borrowing Arrangement
• Superannuation Changes

CMA Self-Managed Super Fund services are just another way we can help you to prepare for retirement or help manage your retirement income.

If you set up a Self-Managed Super Fund (SMSF), you're in charge – you make the investment decisions for the fund and you're responsible for complying with the law. It's a major financial decision and takes time and skills to do, implement and manage an SMSF. CMA accounting and Taxation Services can provide the professional advice to help ensure that your SMSF is setup and managed correctly and in full compliance with ATO regulations.

We will help you to work out the structure of your fund, create a trust deed and appoint your trustees, among other things.

We can advise on the responsibilities and requirements of your SMSF trustee(s), including accepting contributions from your members from various sources but there are some restrictions, mostly depending on the member’s age and the contribution caps.

CMA Accounting and Taxation Services can help you to manage your fund’s investments in the best interests of fund members and in full compliance accordance with the law.

As a trustee you have a number of administrative obligations – for example, you need to arrange an annual audit of your fund, keep appropriate records and lodge an annual return with the ATO. Failing to meet your obligations may result in penalties. CMA Accounting and Taxation Services can ensure that you meet all your SMSF obligations in an accurate and timely manner.