We will help you to consolidate funds and choose the most appropriate superannuation fund for your personal situation, whether that be a public offer fund or your own Self-Managed Superannuation Fund (SMSF).
If you choose to establish or currently have a SMSF, 360Private can provide you with peace of mind regarding the regulatory and compliance responsibilities inherent in running a SMSF.
Whilst SMSF’s are ideal to take advantage of tax, succession and estate planning opportunities and give you control over your investments and assets, compliance with legislative and regulatory change can be complicated and time consuming.
Our SMSF solution provides you with:
Day-to-day management of fund accounts, including recording all transactions and maintaining investment records
Annual trustee meetings and minutes
Compliance, including annual audit and completion of statutory returns
Maintenance of a complete member history including records of contributions and benefits paid
Implementation and maintenance of income streams (pensions)
Trustee and Executor assistance to distribute fund assets in line with your estate plans.