Self Managed Superannuation Funds

Lucrum Group is proactive in providing taxation services to clients with Self Managed Super Funds. SMSF rules are always changing. Our team are well trained and kept up to date with all changes.

We can provide the following SMSF services:

Preparation of tax returns and financial statements for SMSF’s
Advice on taxation implications within a SMSF
Review of compliance requirements & obligations
Work with the independent auditor of the fund

Please Note:  For specific advice on setting up a SMSF or investment advice you need to seek advice from a licensed financial adviser.

The popularity of Self Managed Super Funds continues to rise rapidly. And with good reason too.  Many high net worth individuals are taking control of their retirement investments from the every day superannuation account. SMSFs can offer greater flexibility with risk profiles to match your own personal investment strategy.

Advantages of SMSF’s are:
Greater investment flexibility
More control over investments
Generally lower fees than industry and retail superannuation funds
Tax concessions

Lucrum Group Pty Ltd
240 Hampshire Road
Sunshine VIC 3020

P.O. Box 128
Sunshine VIC 3020

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