Self-Managed Super Funds

Financial Advice, Accounting and Lending Service

SMSF Accountants Brisbane & the Gold Coast

About this service

Considering Self-Managed Super Funds?

A Self-Managed Super Fund (SMSF) is a private superannuation fund, regulated by the Australian Taxation Office (ATO), that you manage yourself.

Unlike public super funds, where you’re one of many members, an SMSF gives you full control over your superannuation investments. This unique structure allows members to tailor their retirement savings plan to their specific needs and investment preferences. The primary function of an SMSF is to provide retirement benefits to its members or their dependents.

Who Might SMSFs Benefit?

SMSFs are typically chosen by individuals who want more control over their retirement investments and strategies. These individuals are often those who have accumulated significant superannuation savings and are keen on making specific investment choices, such as direct property investments or particular shares.

The objectives vary from person to person but generally include the desire for greater control, tailored investment strategies, and lower fees than what might be available in larger super funds.

We’re SMSF Accountants Australians Trust

Meet Your SMSF Accountants

Infinity Financial Consultants has been a trusted name in accounting and advisory services for over a decade, with a strong foundation built on integrity, expertise, and client-focused service. From humble beginnings, Infinity FC has grown into a respected firm, thanks to a steadfast commitment to delivering exceptional accounting and advisory services. Our mission is to empower our clients with bespoke financial solutions, guiding them towards financial security and success.

Our Experience With SMSFs

At Infinity FC, we specialise in offering comprehensive SMSF services tailored to each client’s unique needs. Our team of dedicated professionals possesses extensive knowledge and experience in managing SMSFs. We understand the intricacies involved in SMSF compliance, investment strategies, and retirement planning.

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SMSF Services FAQ’s

  • Assisting in setting up your SMSF, including fund creation, trust deed preparation, and registration with regulatory bodies.

  • Ensuring your SMSF adheres to all legislative requirements, including annual audits, reporting, and regulatory filings.

  • Offering expert advice on the most tax-effective strategies for your SMSF, maximising returns while minimising tax liabilities.

  • Assist with your SMSF for retirement planning, including the transition to retirement strategies and pension setups.

  • Lending to SMSFs is heavily regulated and operates under a stringent set of rules. It’s essential to seek expert guidance from professionals in the know - like our Infinity FC lending team.

Infinity FC Accountants and Advisers offer a comprehensive range of services tailored to the unique needs of Self-Managed Super Funds (SMSFs). Our services encompass every aspect of SMSF management, ensuring that your fund is not only compliant with current regulations but also optimised for your retirement goals. Key areas of our service include:

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Services Our SMSF Accountants Can Help With

  • SMSF Setup

    Infinity FC offers comprehensive assistance in establishing your Self-Managed Super Fund. Our services include:

    • Accorti offers comprehensive assistance in establishing your Self-Managed Super Fund. Our services include:

      • Guidance through the initial decision-making process to determine if an SMSF is right for you.

      • Assistance with all aspects of setting up your SMSF, including trust deed preparation, registration, and obtaining a Tax File Number (TFN) and Australian Business Number (ABN).

  • Compliance with Legal and Regulatory Requirements

    We ensure your investment strategy complies with all legal and regulatory requirements, including:

    • Regular reviews to ensure ongoing compliance.

    • Adjustments as needed to adhere to the changing superannuation laws and investment environment.

  • Handling Administrative Tasks

    Infinity FC takes care of the complex administrative tasks associated with managing an SMSF, including:

    • Accurate record-keeping.

    • Preparation and lodgement of annual returns.

    Ensuring Compliance with Regulations

    Our dedicated team ensures your SMSF remains compliant with the constantly evolving superannuation laws and regulations.

  • Tax-Effective Strategies Specific to SMSFs

    We offer specialised tax planning for SMSFs to enhance your fund’s tax efficiency, including:

    • Strategies for minimising tax liabilities.

    • Advice on the most tax-effective ways to contribute to and withdraw from your SMSF.

    Ongoing Tax Advice and Support

    Our ongoing tax advice and support ensure that your SMSF takes advantage of all available tax concessions and adheres to tax obligations.

  • Planning for Retirement Using SMSFs

    We assist in planning your retirement by:

    • Advising on how to effectively use your SMSF for retirement savings.

    • Strategies for maximising your retirement income.

    Strategies for the Pension Phase

    Our services include advice on transitioning to the pension phase, focusing on:

    • Strategies for starting and managing pensions within your SMSF.

    • Ensuring your pension strategies are compliant and tax-effective.

At Inifinity FC, we understand that every client’s financial journey is unique. Our approach is highly personalised, ensuring that the solutions we provide are specifically tailored to meet your individual needs and objectives.

Our team of experts offers continuous guidance and support, helping you make informed decisions about your superannuation investments. From the initial setup to ongoing management and compliance, our professionals are dedicated to ensuring your SMSF is managed effectively, efficiently, and in line with your long-term financial goals.

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Why Choose Infinity Financial Consultants for SMSF Services

  • Our Firm's Expertise in SMSFs

    Infinity Financial Consultants stands distinguished in the field of SMSF management due to our extensive expertise and experience. Our team comprises seasoned professionals who are well-versed in helping clients manage SMSFs, offering:

    • Years of specialised experience in SMSF advice and management.

    • A proven track record of successfully managing SMSFs across a diverse client base.

  • Our Client-Focused Approach

    Our approach is centred around understanding and meeting the unique needs of each client. We pride ourselves on:

    • Delivering tailored solutions that align with individual financial goals.

    • Building strong, personal relationships with our clients to better understand their evolving needs.

  • Commitment to Long-Term Client Relationships

    At Accorti, we believe in fostering long-term relationships with our clients, which involves:

    • Providing continuous support and advice throughout your SMSF journey.

    • Being available to answer queries and offer guidance whenever needed.

    Availability of Regular Updates and Consultations

    We ensure our clients are always informed and up-to-date with:

    • Regular updates on the latest superannuation laws and investment strategies.

    • Scheduled consultations to review and adjust strategies as necessary.

  • Straightforward pricing and no hidden fees

    Transparency in pricing is fundamental to our services. We offer:

    • A clear and straightforward fee structure, with no hidden costs.

    • Competitive pricing that reflects the value and quality of our services.

  • Lending to SMSFs is heavily regulated and operates under a stringent set of rules. It’s essential to seek expert guidance from professionals in the know - like our Infinity FC lending team.

Infinity FC is dedicated to providing superior SMSF management services, characterised by our expertise, personalised approach, ongoing support, and transparent pricing. We strive to ensure that every client receives the highest standard of service, reflecting our commitment to excellence in SMSF management.

Contact Infinity FC’s SMSF Accountants, Financial Advisers and Lenders

Choosing Infinity Financial Consultants for your Self-Managed Super Fund (SMSF) management means partnering with a team that combines expertise, personalised service, and a commitment to your long-term financial success. Our experienced professionals are dedicated to providing tailored strategies, ongoing support, and transparent pricing, all designed to maximise the potential of your SMSF.

To schedule a consultation and explore how we can specifically assist you, please contact us  online or call our team at 07 3358 6683. We look forward to the opportunity to work with you and help navigate the path to a secure and financially successful retirement with SMSF services.

Want help with your Self-Managed Super Fund?

Get in touch.