Self Managed Superannuation

Call us: (08) 6267 2200

info@optimapartners.com.au

Self Managed
Superannuation

Self-Managed Superannuation Funds (SMSF) are a passion of ours at Optima Partners. We assist over 250 SMSF’s with their compliance obligations and we make the process as seamless as possible.

We have a dedicated, experienced and innovative team of SMSF specialists to guide you through all things SMSF from setup, accumulation, pension phases to the eventual wind up of the fund. We can also help guide trustees through the roles and responsibilities involved in running the SMSF.

Optima Partners have a team of registered SMSF auditors and can ensure your audits are completed quickly and efficiently. We are also lucky to work alongside Southern Cross Financial, a licenced financial planning firm which allows us to provide an extensive list of SMSF services including:

Assistance with Setup, Rollovers and Administration of your SMSF
Preparation of Annual Financial Report and Income Tax Returns
Audit of the Financial Report
Assistance with investment acquisitions whether it be shares, property, managed funds or any other investments you’re considering.
Estate and Succession planning, including Binding Death Benefit Nominations

Assistance with Superannuation Fund Insurance Policies
Setup and monitoring of Pensions
Retirement Planning
Limited Recourse Borrowing Arrangements for Property Acquisitions in the SMSF

Call us to discuss the setup of your new SMSF or for a review or audit of your existing fund.

Self-Managed Superannuation Funds (SMSF) are a passion of ours at Optima Partners. We assist over 250 SMSF’s with their compliance obligations and we make the process as seamless as possible.

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Osborne Park Office

Postal Address

Guildford Office

Fremantle Office