Contact Us

Phone

03 9949 8252

Email

info@thecookgroup.com.au

Fax

03 9598 7246

Address

1/35 Willis Street,
Hampton VIC 3188

Online Enquiry

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Self Managed Superannuation Funds

Thinking of setting up your own self managed superannuation fund (SMSF) or fed up with your existing SMSF accountant or advisor?

Then speak to us about how we might be able to help you.

We currently act for over 80 SMSF clients and have many years of experience and knowledge in an increasingly popular and specialised area.

As the name suggests, a SMSF allows members to control their own superannuation investments for their retirement. Clients can benefit from using a SMSF over traditional industry and retail superannuation funds by having access to more flexible investment choices and being able to implement more tax effective strategies.

Our SMSF services fall broadly into three areas:

  • Fund Establishment – this includes the initial planning work, which is a critical element in the establishment process, the actual establishment of the fund in conjunction with our lawyers, through to the various steps required to have the fund ready to place investments. During this phase, we would also guide you through the ongoing regulatory requirements.
  • Compliance – we can attend to the preparation of all tax, accounting and other compliance documentation via the Class Super administration platform to ensure your SMSF meets all ATO reporting requirements. We will also organise on your behalf for the annual independent audit to be completed by SMSF Compliance Audits Pty Ltd.
  • Advice – our aim is to provide you with ongoing advice in order for you to maximise your overall tax position. This includes the potential for your SMSF to borrow through instalment warrants to purchase investments, as well strategies associated with retirement, commencing a transition to retirement pension and maximising contributions.

 

Andrew Yim, trading as Andrew Cook & Associates, is an Authorised Representative (No. 001237730) of GPS Wealth Ltd | AFSL 254 544 | Australian Credit Licence 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au

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General Advice Warning:

The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

 

Disclaimer:

Whilst Andrew Cook & Associates is of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Andrew Cook & Associates or GPS Wealth Ltd or any officer, agent or employee of Andrew Cook & Associates or GPS Wealth Ltd.