Self Managed Super Funds

Simplify your SMSF with comprehensive service and strategic advice.

Are you in control of your superannuation? Superannuation is now an integral part of tax planning and requires a specialist understanding of its complex and ever-changing legislative environment. Self Managed Super Funds are one way to build wealth for your retirement.

A SMSF enables you to take charge over how and where your super money is invested. It gives you full transparency.

With a SMSF, you control which assets are held in your fund. With that control comes responsibility. As a Trustee or Director of your fund, you have administrative and compliance responsibilities to ensure your fund is compliant with the complex superannuation legislation.

Talk to a SMSF Specialist

Take control of your Super money

With a SMSF, you control which assets are held in your fund. With that control comes responsibility. As a Trustee or Director of your fund, you have administrative and compliance responsibilities to ensure your fund is compliant with the complex superannuation legislation.

As a busy professional medical practitioner, you may not have the time or desire to do it all yourself – this is where DPM’s specialised SMSF team can help. Your team will take care of all the administration and compliance so you can focus on your own business priorities, career and life.

The DPM specialised SMSF team offers a comprehensive range of administration service solutions, giving you the flexibility to select a service that best fits your needs. They may also work alongside your financial planner and/or accountant, following their strategic advice in relation to your superannuation needs and broader financial goals.

The DPM specialised SMSF team can help you with:

Establishing your Self Managed Super Fund
Arranging to setup a Corporate Trustee for your fund
Year end accounting including financial statements and tax return lodgement
Ongoing review to ensure your fund’s investment strategy, trust deed, structure and operation satisfy relevant legislation
Providing you with online reporting so you stay in touch with your fund’s assets in real time

Organising for your fund to be audited by an SMSF specialist auditor
Strategic advice in relation to the operation of your SMSF
Binding death benefit nominations
Running pensions within your SMSF
Audit Protection services

Talk to a SMSF Specialist

* The information contained in this site is general and is not intended to serve as advice. DPM recommends you obtain advice concerning specific matters before making a decision.