Self-Managed Super
We help dozens of clients managed their SMSF taxation and compliance on an annual basis in order to help them prepare for their retirement without any issues.
Dealing With An Investment Property Loan In Your Self-Managed Super?
Did you have a property in your existing SMSF? Are you looking to set-up a SMSF and buy for the first time? Whether you have an existing loan, or are looking to purchase your first investment property, we can refer you to a panel of expert mortgage brokers, who will ensure you get the best mortgage for your circumstances.
Superfunds are our Specialty
Shares, Bonds & Treasury Funds
The common assets held in traditional superannuation funds, industrial ETFs require regular management when dealing with equities and fixed income, moreso when adding to a SMSF portfolio. Taxation management, becoming difficult when trying to alter your portfolio to your liking.
No matter your financial strategy, our seasoned team at Vitality will ensure your interest, dividends, distributions, sales & purchases will comply with ATO guidelines and be set for the most tax efficient outcome.
Residential Real Estate
Investing in a residential property through Self-Managed Superfund has become increasingly common throughout Australia. It provides a way to leverage the tax advantages associated with superannuation, whilst investing in a tangible asset, plus the added benefit of protection from creditors in case of insolvency. However, strict compliance is a necessity when dealing with property in a SMSF.
At Vitality, we have dealt with many examples of client’s attempting to purchase, sell, or borrow for property in their superfund, and can ensure that we have the experience to guide you through the compliance process.
Commodities & Cryptocurrency
Another growing trend that many Australians are unaware of, is the ability to use your Self-Managed Superfund in order to invest in a wider range of commodities, including Cryptocurrencies such as Bitcoin. The major difficulty we have observed is clients lacking the systems necessary to comply with legislation.
With our expertise and management, you can be assured that your commodities will meet with ATO regulations and remain up to date with the current market value.
Get In Touch Today
Let us know your situation:
Send us your details and we’ll get back to you with our recommendations on the best course of action going forward.
Methods of contact:
Schedule a one-to-one meeting with our chief accountant directly via our contact page for a time convenient to you.