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Self-managed Superannuation Services

Empowering Self-Managed Superannuation

DAB Financial Solutions Group is a leading financial service provider, providing a wide range of accounting and tax-related services to individuals and businesses. Our team of experienced professionals provides exceptional services to our clients, ensuring they are satisfied with our services.

At DAB Financial Solutions Group, we offer Self-Managed Superannuation Fund (SMSF) services to our clients. SMSF is a retirement fund managed by the members of the fund, providing them with greater control over their retirement savings. SMSF services involve setting up and managing the fund, ensuring it complies with the Australian Taxation Office (ATO) regulations.

Our SMSF services include:

  1. SMSF Set-up: We can help you set up your SMSF, ensuring it is established correctly, and all legal requirements are met. Our team will guide you through the process, ensuring that the fund is tailored to your specific needs and goals.
  2. SMSF Administration: Our team of experienced professionals will handle all the administrative tasks related to your SMSF. We will ensure that all compliance requirements are met, and all necessary paperwork is completed on time.
  3. SMSF Auditing: SMSFs are required to be audited every year by an independent auditor to ensure that the fund’s financial statements are accurate and comply with the ATO regulations. Our team can arrange for an independent auditor to audit your SMSF, ensuring it complies with the ATO regulations.
  4. SMSF Compliance: SMSFs are subject to strict regulations set by the ATO. Our team of experts will ensure that your SMSF complies with all the necessary rules and regulations, reducing the risk of penalties and fines.
  5. SMSF Investment Strategy: A well-defined investment strategy is essential for the success of your SMSF. Our team can provide you with guidance on developing an investment strategy that aligns with your goals and risk tolerance.

Benefits of using our SMSF services:

  1. Expert Advice: Our team of experts has extensive knowledge and experience in SMSF management, ensuring that your fund is managed professionally and in compliance with the ATO regulations.
  2. Cost-Effective: We offer cost-effective SMSF services, ensuring that our clients receive value for their money.
  3. Peace of Mind: Managing an SMSF can be complex and time-consuming. By using our SMSF services, you can have peace of mind, knowing that your fund is in the hands of professionals.
  4. Customized Services: We provide customized SMSF services, ensuring that the fund is tailored to meet your specific needs and goals.

At DAB Financial Solutions Group, we understand that SMSF management can be complex and time-consuming. Our team of experienced professionals can provide you with expert advice and guidance on managing your SMSF, ensuring that it complies with the ATO regulations. Contact us today on or call us on 1300 004 322 to discuss how we can assist you with your SMSF requirements.

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    Melbourne, Australia
    (Mon - Friday)
    (10am - 05 pm)