Grow Your SMSF with BBB Partners
Grow Your SMSF with BBB Partners
Self-Managed Super Fund
Self-Managed Super Fund
We provide tailored investment advice and management to help you maximise your investments within your Self-Managed Super Fund.
We provide tailored investment advice and management to help you maximise your investments within your Self-Managed Super Fund.
Let Us Handle Your SMSF Accounting Needs
Accurate investment reporting is crucial for effective fund management and
meeting legal obligations.
Compliance
Ensuring all investments align with the fund's investment strategy and comply with Superannuation Industry (Supervision) Act regulations.
Income Reporting
Documenting income generated from investments, such as dividends and interest.
Asset Valuation
Regularly assessing the market value of investments.
Documentation
Maintaining comprehensive records for all transactions and decisions to support audits and tax filings.
Performance Measurement
Analysing returns against benchmarks to evaluate investment success.
dIRECT CONTROL
pOTENTIAL FOR HIGH RETURNS
Tax Advantages
Your SMSF Expert
Why Choose BBB Partners for your SMSF?
At BBB Partners, we understand that SMSF accounting can be complex and time-consuming. That's why we offer tailored services that meet your specific needs, ensuring that your SMSF meets all legal and financial obligations. Here are some of the reasons why you should choose BBB for your SMSF needs:
Meet our SMSF specialist
With expertise in SMSF tax advice, SMSF administration and SMSF accounting for Self-Managed Super Funds, we provide a streamlined, secure, and efficient service to over 480 SMSFs. By leveraging the latest cloud technology, we ensure your SMSF operations are timely and efficient.
Sheree Nitschke
Superfund Manager
Sheree has been with BBB for nearly 20 years, with over 17 years in the superannuation sector. She enjoys helping clients meet their retirement goals while ensuring SMSF compliance. Outside of work, Sheree values a healthy, active lifestyle and cherishes time with her family, especially her husband Paul and their daughter Amelie.
Frequently Asked Questions
Self Managed Superannuation Fund is a type of super fund that is directly and independently managed by an individual or small group of individuals. SMSFs represent an alternative to traditional super funds. SMSFs are a form of ‘trust’, which are given special tax concessions that are the same as those that apply to other super funds.
A SMSF is a structure in Australia which when utilised correctly, can provide significant benefits to its members. However, SMSFs are definitely not right for everyone, and they do come with complexities that need to be understood and managed.
If you set up a self managed super fund (SMSF), you make the investment decisions for the fund and you’re held responsible for complying with the super and tax laws.
Even when you’re working alongside a Financial Adviser and an Accountant, SMSFs do place a lot of responsibility and work on the shoulders of their members, and these are things that need to be well considered and understood before stepping into the world of SMSFs.
If you already have an SMSF but need a dedicated Adviser, or you are considering whether an SMSF is right for you don’t hesitate to contact us.
Every super fund is different and is made up of various transactions and investments.
Here is a checklist as a guide on what you should provide to help us to prepare your accounts and administrative requirements.
It’s crucial to understand that purchasing a property via a SMSF involves different procedures compared to personal property acquisitions. Additional restrictions apply when seeking a bank loan (with specific considerations for limited recourse borrowing arrangements), along with important tax implications to take into account. Furthermore, it’s advisable to assess the ramifications of acquiring commercial or international properties through your SMSF.
Yes, you can roll your excisting industry super fund into your SMSF. We can facilitate this on your behalf.
A rollover is when you, as a member, transfer some or all of your existing super between super funds, including SMSFs.
It is now a legal requirement for rollovers to be processed electronically, using 2 components:
- a data message
- a separate payment transfer
- Term Deposits
- Australian Shares
- International Shares
- Australian Properties
- Managed Funds
- CFDs
- Physical Metals
- ETFs
- Bonds
- Options
- Forex
- IPOs
Existing client? contact us
Level 8, 60 Albert Road,
South Melbourne
VIC 3205 Australia
Phone: (03) 9693 7777
Email: contactus@bbbpartners.com.au
BBB Partners Pty Ltd
ACN 109 197 917
After-hours appointments are available.
Parking Available.