Super Funds

The decision to establish an Self Managed Super Fund (SMSF) is a significant one. Most people who establish their own (SMSF) do so because they want greater control over their investment decisions and flexibility over their investment options including direct investment into property.

SMSF can be a minefield of complex regulations and requirements.  The potential for costly errors is huge — which is why it pays to get expert help from people who fully understand the traps and are fully up to date with the latest amendments and obstacles. That's where TIS Partners fits in.

Our experienced staff will help you sort out the complexities, compliance requirements and taxation strategies for your SMSF to provide for your financial future in the most effective way.

Setup

 

There are many reasons why establishing a SMSF may be right for you including affording you greater control of where and how your money is invested, greater flexibility in terms of the types of investments your fund can hold, asset protection and integrated tax planning.

Our specialist SMSF advisors are able to assist individuals establish a SMSF and advise on appropriate steps to be taken and potential impacts of the fund establishment process.

Compliance

 

Once your fund is established or transferred to TIS Partners, we can attend to the ongoing administration of the fund and also assist with the fund’s regulatory obligations.

Insurance Services

 

From 1 July 2012 it has been a legal requirement that Trustees of all SMSF’s must at least consider the insurance needs of the members.

Our financial advisers can assist you in putting appropriate levels of cover in place for the members.

Investment Advice

 

As with all Superannuation Funds the manner in which your funds are invested will have a major impact on your retirement nest egg. As part of setting up a SMSF you are required to put in place an investment strategy.

Our team of experienced Financial Planners can provide a range of wealth-creation advice and superannuation strategies that help you get the most out of your SMSF.

More services

Accounting

Accounting

TIS Partners is a well established Accounting Practice that offers a multitude of services.

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Financial Planning

Financial Planning

The financial planning arm of the Group provides advice from experienced accounting professionals.

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Aged Care

Aged Care

When the time comes to help a loved one move into an aged care facility, it can be confusing and emotionally challenging for everyone involved.

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