D&A Professional Services has the expertise to help you manage and accumulate your superannuation fund in preparation for retirement. Self Managed Superannuation Funds (SMSF’s) are becoming a very popular superannuation structure for individuals, families and businesses that want ultimate control over how their superannuation is invested.

While the thought of additional control over your Superannuation may seem daunting at first, our goal at D&A Professional Services is to guide you through this process, ensuring that your SMSF is meeting your needs, working at full capacity and advising you on the best way to maximise any potential taxation advantages on offer and ensure that your SMSF remains compliant. If you wish to explore whether an SMSF is the right structure for you, you will need obtain a statement of advice from a registered financial planner.

D&A Professional Services advises SMSF’s in taxation and compliance matters regarding shares, property, cryptocurrency and more. Using market leading software (Class Super) we also have the ability to set up broker and bank feeds to help you manage your money as efficiently as possible. D&A can also provide an online portal to view your Superannuation balance at the click of a button. D&A offers competitive pricing for the processing your SMSF and our expertise and service is top notch. D&A does not offshore processing of your SMSF, you can be guaranteed that all your information is processed locally here in Australia.

D&A Professional Services does not hold an AFSL nor does it operate under an AFS licence. D&A Professional Services is not authorised to provide financial advice and does not provide financial advice. Our advice is strictly of a taxation and compliance nature. D&A Professional Services works with a range of financial advisors who you can choose to engage in the event you need a financial advice.

Benefits

  • Once you’ve set up the fund, you’re in control
  • You have ultimate flexibility over where your superannuation is invested
  • There are compelling tax advantages and other cost saving strategies
  • We use Class Super (the market leader for SMSF) to process our superannuation funds quickly and efficiently

Barriers

  • Other products in the market may be more suited to your needs
  • SMSF’s can be expensive, so the fund will need to be substantial enough to make the fees worthwhile
  • With greater control comes greater responsibility – you make the investment decisions and are responsible for complying with the law, but with the right advisors at your side the whole process is made easy

Whether you have an existing SMSF or would like to discuss how a SMSF could benefit you, our dedicated team of professionals are here to help and advise you through every step of the process.