Self Managed Superannuation Funds

Self-Managed Superannuation Funds (SMSF) embodies one of the biggest areas of investment for retirement in Australia. Optima Partners has a dedicated, experienced and innovative team of specialists to guide you through the complexity of self managed superannuation.

Our superannuation fund specialists have many years of experience and are able to offer guidance on how to utilise your superannuation in order to maximise wealth and financially retire. We provide comprehensive services including:

  • Evaluation of existing Superannuation procedures and policies
  • Rollovers/ Set up and Administration of your own Fund
  • Preparation of Annual Financial Statements and Income Tax Returns
  • Binding Death Benefit Nominations
  • SMSF Trust Deed reviews
  • Estate & Succession Planning
  • Fund Insurance Policies
  • Allocated and Complying Pensions
  • Equity transfer through wills, sale or gift
  • Retirement Planning
  • Generational transfer
  • Limited Recourse Borrowing Arrangements
  • Property Acquisitions with Self Managed Superannuation