Ellco Group - Accountants & Advisors

Self Managed Superannuation Funds (SMSF)

Taking Control of your Superannuation

Establishing a Self-Managed Superannuation Fund (SMSF) means that you are ready to take control of your own superannuation. Having an SMSF means:- An SMSF also means responsibility. The ATO will make life hard by making compliance hard and changing the rules! Ellco Group is here to help with these obligations and it is part of our ongoing training to be kept up to date with these SMSF changes.

The ATO has some useful videos in relation to Self-Managed Superannuation:

ATO Self-Managed Superannuation Videos

Establishing a Self-Managed Superannuation Fund *

While establishing an SMSF is relatively straight-forward, care does need to be taken. Some questions and consequences are:- Ellco Group are here to guide you so you can have peace of mind that you are meeting all of your obligations and compliance requirements. While we are very happy to guide you in the process the ultimate decision regarding the establishment of an SMSF can only be made by you.

People Involved

We act as the "go between" the various people involved in establishing and maintaining your SMSF. The people that can be involved include:-

We help co-ordinate all of these people so you can enjoy the many benefits of an SMSF.

While we act as the "go between" - you must understand that you are the sole decision maker.

* Ellco Group does not hold an Australian Financial Services License. Accordingly, we will not be providing any personal advice in relation self-managed superannuation funds SMSF (including establishing a SMSF, contributing to or drawing a benefit from an SMSF or any investment decision by an SMSF trustee). Our advice will be strictly limited to providing you as much factual information about superannuation as we possibly can. However, the ultimate decision making person is you - we will not try to coerce or influence you at all (in fact by law we are prohibited from providing this sort of recommendation or opinion).

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