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Self-managed superannuation funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

 

CoggerGurry has a dedicated Self Managed Superannuation team. Self managed superannuation allows clients to have control and flexibility over their retirement planning and investments. Self managed superannuation allows clients to invest in business real property (farm land, commercial property etc) which can provide significant planning and tax minimisation strategies.

  • Income Tax Compliance and Planning
  • Pension and other related planning

 

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Our Services

Our goal is to help you build a better business and ultimately achieve greater wealth. 

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We have a deep understanding of the issues facing small to medium enterprises but we recognise that to be trusted business Advisors to our clients we also need to understand the industry you work in.
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44 Gray Street
Hamilton Vic  3300 
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P: +61 3 5571 0111 
F: +61 3 5571 0100 
E: reception@coggergurry.com.au

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