Superannuation is a necessary part of our working life, and ensuring you have a lucrative super fund is vital for your future. Freedom Tax Services offers you peace of mind as you head towards your retirement goals, and brings confident planning strategies to clients opting for a self-managed fund.
Self-managed super funds (SMSF) are a beneficial way of saving for your retirement. The difference between a self-managed fund and other types of superannuation is that the members of these are also usually the trustees, who run it for their own benefit and are therefore required to comply with all of the relevant standards and laws.
Freedom Tax Services staff demonstrate excellence in understanding Australian Tax laws, and are highly capable to care for the complex, time-consuming, in-depth and ongoing trustee responsibilities of your fund.
Make the most of your SMSF by consulting with our team, who have a proven track record in supporting clients to successful financial outcomes through returns, management, audits, investment advice, and home loans. The end result is an SMSF that truly brings financial security:
- Control over your own investments
- Lower fees
- Estate planning
- Tax efficiency
- Asset transfer
The Benefits of Working With Freedom Tax Service
Our experienced staff collate data on your regulatory information, income, appropriate levies, and contributions. Without spending hours of your time, your SMSF Annual Return gets to the ATO to adhere to legal requirements.
The Freedom Tax Service team have up-to-date research at their fingertips regarding suitable investment opportunities. Avoid the hard sell and choose the advice that comes from an unbiased group. While assisting you to set up an investment strategy, we also put plans in place to make it convenient to follow, considering your unique circumstances.
Don’t sweat the yearly audit! Not only do we keep your accounting straight, we take care of the whole auditing process with an approved SMSF auditor. From selecting documents to assessing both financial and compliance audit necessity, you let us worry about the logistics so you can focus on your work.
The Freedom Tax Services team take on your SMSF responsibilities while you retain empowering control over your own super; we will ensure you remain compliant with superannuation and tax laws, considering the risks involved in order to gain the most benefit and keep the management of the fund seamless and efficient. This is the advantage of nominating Freedom Tax Services as your expert consultants. As we ensure your fund is set up and managed correctly, we take the stress off you while also ensuring your fund is working hard to set you up for a successful retirement.
