Professional Superannuation Management Services in Northern NSW

At Mulherin Shier, located in Casino, NSW, we specialise in providing professional superannuation services to help you secure a financially stable future. Our firm offers tailored solutions for clients looking to establish or manage their self-managed super funds (SMSFs) effectively.

What is a Self-Managed Super Fund?

A self-managed super fund (SMSF) is a private superannuation fund set up and managed by individuals or trusts. It provides more control over investment choices compared to retail or industry super funds. While SMSFs allow for greater flexibility in investment strategies and insurance options, they require careful management and compliance with strict regulations set by the Australian Taxation Office (ATO). Seeking professional advice can ensure your SMSF meets all legal obligations and maximises its potential benefits.

Special Considerations When Setting Up Your SMSF

Setting up an SMSF involves several critical steps to ensure compliance and eligibility for tax concessions. These include choosing the right trustees, creating a comprehensive trust deed, registering with the ATO, and developing an effective investment strategy. Additionally, it's essential to maintain a separate bank account for your SMSF to manage contributions, investments, and expenses, along with arranging an annual audit to ensure compliance with superannuation laws.

What We Do for Your SMSF

At Mulherin Shier, we provide expert advice on setting up your SMSF and ensure that you remain compliant with all relevant regulations. Our services include auditing your SMSF and assisting with ongoing reporting and administration, allowing you to focus on your investment goals. Our team is committed to providing personalised support tailored to your individual needs and financial objectives.

Why Choose Mulherin Shier for Your Super Fund Needs?

Choosing Mulherin Shier means partnering with a firm that understands the complexities of superannuation management. We offer tailored solutions that simplify the process and help you navigate the intricacies of SMSFs. Our experienced team is dedicated to ensuring that your retirement planning is both efficient and effective, helping you achieve a secure financial future.

For professional superannuation management services, reach us at 02 6662 2266 to secure your retirement plans.