SMSF

Establishment of new Self Managed Superannuation Funds

Wards can arrange the set up of a new SMSF and trustee company. We can provide advice regarding trustee's obligations and purchasing property through your SMSF.

Assistance and Advice of a Self Managed Superannuation Fund

Day to day administration of your SMSF can be time consuming and confusing.  Wards can offer you assistance and advice with: 

• Investments through SMSF
• Assets to transfer to your SMSF
• Valuation of assets held by your SMSF
• Contribution limits (concessional and non-concessional)
• Pension payments (minimum and maximum)
• Transition to retirement pensions
• Record keeping requirements